+3,405.4%
CNC vs OVV
+162.8%
+3,242.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.2% |
| 7D | +3.5% | +0.3% | +3.3% | +3.5% |
| 30D | +0.1% | +11.7% | -11.7% | -1.6% |
| 3M | +6.9% | +9.8% | -2.9% | +5.2% |
| 6M | +49.0% | +26.6% | +22.4% | +43.4% |
| YTD | +62.9% | +67.0% | -4.1% | +50.1% |
| 1Y | +134.0% | +55.9% | +78.1% | +117.3% |
| 3Y | +9.4% | +45.5% | -36.1% | 0.0% |
| 5Y | +4.1% | +157.3% | -153.2% | -17.0% |
| 10Y | +95.4% | +65.0% | +30.4% | +34.1% |
| All | +3,405.4% | +162.8% | +3,242.6% | +1,267.3% |
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