+3,585.2%
CNC vs OVV
+158.7%
+3,426.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | 0.0% |
| 7D | -7.3% | +1.2% | -8.5% | -7.4% |
| 30D | +5.2% | -2.5% | +7.7% | +5.3% |
| 3M | +8.6% | +0.5% | +8.1% | +8.2% |
| 6M | +25.1% | +8.5% | +16.6% | +22.9% |
| YTD | +71.3% | +64.5% | +6.8% | +57.8% |
| 1Y | +99.3% | +64.7% | +34.6% | +83.3% |
| 3Y | -1.9% | +54.1% | -56.1% | -11.2% |
| 5Y | -6.4% | +95.4% | -101.8% | -22.0% |
| 10Y | +178.1% | +54.9% | +123.2% | +93.3% |
| All | +3,585.2% | +158.7% | +3,426.5% | +1,337.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling