+512.2%
CMI vs OVV
+55.1%
+457.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +0.7% | -3.8% | +4.5% | +1.3% |
| 30D | -12.3% | +1.3% | -13.6% | -12.5% |
| 3M | -16.8% | +14.3% | -31.1% | -19.0% |
| 6M | +1.5% | +21.1% | -19.6% | -2.7% |
| YTD | +9.8% | +66.0% | -56.2% | -0.6% |
| 1Y | +42.6% | +59.3% | -16.7% | +29.6% |
| 3Y | +151.0% | +47.6% | +103.4% | +128.0% |
| 5Y | +167.0% | +162.0% | +5.1% | +114.4% |
| 10Y | +512.2% | +56.5% | +455.7% | +323.0% |
| All | +512.2% | +55.1% | +457.0% | +323.0% |
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