+64.2%
CNP vs OVV
+49.9%
+14.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +1.0% |
| 7D | -3.0% | -7.3% | +4.2% | -2.7% |
| 30D | +6.8% | -3.6% | +10.4% | +7.0% |
| 3M | +3.6% | -2.6% | +6.3% | +3.7% |
| 6M | 0.0% | +7.6% | -7.6% | -0.5% |
| YTD | +9.4% | +59.6% | -50.2% | +6.6% |
| 1Y | +6.8% | +62.2% | -55.4% | +4.0% |
| 3Y | +64.2% | +49.6% | +14.6% | +55.3% |
| All | +64.2% | +49.9% | +14.2% | +55.3% |
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 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