+106.2%
CNC vs OVV
+59.6%
+46.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -4.9% | -3.8% | -1.1% | -4.5% |
| 30D | -3.8% | +1.3% | -5.0% | -3.9% |
| 3M | -3.2% | +14.3% | -17.6% | -5.0% |
| 6M | +47.9% | +21.1% | +26.8% | +44.2% |
| YTD | +55.7% | +66.0% | -10.3% | +52.4% |
| 1Y | +106.2% | +59.3% | +47.0% | +102.7% |
| All | +106.2% | +59.6% | +46.6% | +102.7% |
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