+91.7%
CNC vs OVV
+55.1%
+36.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -4.9% | -3.8% | -1.1% | -4.4% |
| 30D | -3.8% | +1.3% | -5.0% | -3.9% |
| 3M | -3.2% | +14.3% | -17.6% | -5.1% |
| 6M | +47.9% | +21.1% | +26.8% | +43.8% |
| YTD | +55.7% | +66.0% | -10.3% | +45.1% |
| 1Y | +106.2% | +59.3% | +47.0% | +92.9% |
| 3Y | -2.1% | +47.6% | -49.6% | -9.6% |
| 5Y | +3.4% | +162.0% | -158.6% | -15.9% |
| 10Y | +91.7% | +56.5% | +35.2% | +39.4% |
| All | +91.7% | +55.1% | +36.5% | +39.4% |
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