+362.7%
CLX vs OVV
+148.3%
+214.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.6% |
| 7D | +12.4% | -14.9% | +27.3% | +12.7% |
| 30D | +21.1% | -0.9% | +22.0% | +21.1% |
| 3M | -3.3% | +5.6% | -8.9% | -3.5% |
| 6M | +18.8% | -2.5% | +21.3% | +18.8% |
| YTD | +3.9% | +57.8% | -53.9% | +2.6% |
| 1Y | -3.8% | +70.1% | -73.9% | -5.2% |
| 3Y | -10.5% | +35.1% | -45.7% | -11.6% |
| 5Y | -26.7% | +86.1% | -112.8% | -28.6% |
| 10Y | +19.9% | +55.5% | -35.6% | +13.8% |
| All | +362.7% | +148.3% | +214.4% | +254.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling