+61.1%
CNP vs OVV
+34.1%
+27.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.8% |
| 7D | -4.2% | -16.7% | +12.5% | -3.4% |
| 30D | +5.5% | -1.5% | +7.0% | +5.6% |
| 3M | +0.6% | +1.6% | -1.0% | +0.4% |
| 6M | -2.8% | +2.0% | -4.9% | -3.1% |
| YTD | +7.9% | +56.8% | -48.9% | +5.1% |
| 1Y | +6.7% | +64.8% | -58.2% | +3.7% |
| 3Y | +61.1% | +38.3% | +22.9% | +55.4% |
| All | +61.1% | +34.1% | +27.0% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling