+37.7%
CMI vs OVV
+57.8%
-20.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +0.8% | -2.9% | +3.7% | +0.7% |
| 30D | -12.8% | +0.9% | -13.6% | -12.8% |
| 3M | -12.4% | +11.0% | -23.5% | -12.2% |
| 6M | -0.9% | +22.3% | -23.2% | -3.2% |
| YTD | +8.9% | +65.1% | -56.2% | +0.9% |
| 1Y | +37.7% | +53.1% | -15.4% | +26.2% |
| All | +37.7% | +57.8% | -20.1% | +26.2% |
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