+31.8%
CLX vs OVV
+58.9%
-27.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.2% |
| 7D | +9.5% | +8.0% | +1.5% | +9.7% |
| 30D | +30.7% | -2.0% | +32.7% | +30.7% |
| 3M | +4.2% | +5.4% | -1.2% | +4.4% |
| 6M | +22.1% | +14.3% | +7.8% | +22.6% |
| YTD | +14.1% | +69.4% | -55.4% | +15.2% |
| 1Y | +10.3% | +72.4% | -62.1% | +11.4% |
| 3Y | -7.8% | +58.4% | -66.2% | -6.8% |
| 5Y | -20.8% | +106.1% | -127.0% | -18.9% |
| All | +31.8% | +58.9% | -27.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling