+134.0%
CNC vs OVV
+61.5%
+72.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | +3.5% | +0.3% | +3.3% | +3.5% |
| 30D | +0.1% | +11.7% | -11.7% | -1.0% |
| 3M | +6.9% | +9.8% | -2.9% | +5.5% |
| 6M | +49.0% | +26.6% | +22.4% | +45.1% |
| YTD | +62.9% | +67.0% | -4.1% | +59.0% |
| 1Y | +134.0% | +55.9% | +78.1% | +130.1% |
| All | +134.0% | +61.5% | +72.5% | +130.1% |
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