+143.3%
CNP vs OVV
+46.5%
+96.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.8% |
| 7D | -3.0% | -7.3% | +4.2% | -2.1% |
| 30D | +6.8% | -3.6% | +10.4% | +7.2% |
| 3M | +3.6% | -2.6% | +6.3% | +3.8% |
| 6M | 0.0% | +7.6% | -7.6% | -1.4% |
| YTD | +9.4% | +59.6% | -50.2% | +2.3% |
| 1Y | +6.8% | +62.2% | -55.4% | -0.4% |
| 3Y | +64.2% | +49.6% | +14.6% | +51.6% |
| 5Y | +76.0% | +98.9% | -22.9% | +50.4% |
| 10Y | +143.3% | +45.1% | +98.2% | +51.4% |
| All | +143.3% | +46.5% | +96.8% | +51.4% |
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