+2.8%
CNC vs OVV
+153.1%
-150.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -3.6% |
| 7D | -1.0% | -3.7% | +2.7% | -0.7% |
| 30D | -1.8% | +8.0% | -9.8% | -2.4% |
| 3M | -0.7% | +11.3% | -12.0% | -1.6% |
| 6M | +47.9% | +24.0% | +23.9% | +45.4% |
| YTD | +56.9% | +65.3% | -8.4% | +51.3% |
| 1Y | +123.9% | +60.2% | +63.8% | +116.1% |
| 3Y | -1.3% | +46.9% | -48.2% | -5.3% |
| 5Y | +2.8% | +158.7% | -156.0% | -12.5% |
| All | +2.8% | +153.1% | -150.4% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling