+6.9%
CLX vs OVV
+65.7%
-58.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | +0.8% |
| 7D | +7.8% | +1.2% | +6.5% | +8.0% |
| 30D | +28.5% | -2.5% | +31.1% | +27.9% |
| 3M | +1.3% | +0.5% | +0.8% | +1.5% |
| 6M | +23.4% | +8.5% | +14.9% | +25.9% |
| YTD | +11.4% | +64.5% | -53.1% | +2.7% |
| 1Y | +6.9% | +64.7% | -57.8% | -1.8% |
| All | +6.9% | +65.7% | -58.8% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling