+519.3%
CNP vs OVV
+158.7%
+360.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.1% |
| 7D | -0.1% | +1.2% | -1.3% | -0.3% |
| 30D | +5.0% | -2.5% | +7.6% | +5.4% |
| 3M | +2.7% | +0.5% | +2.2% | +2.3% |
| 6M | -1.9% | +8.5% | -10.4% | -3.7% |
| YTD | +8.8% | +64.5% | -55.7% | -0.6% |
| 1Y | +5.6% | +64.7% | -59.0% | -3.6% |
| 3Y | +63.2% | +54.1% | +9.1% | +46.6% |
| 5Y | +73.8% | +95.4% | -21.7% | +42.8% |
| 10Y | +144.0% | +54.9% | +89.1% | +60.1% |
| All | +519.3% | +158.7% | +360.6% | +348.3% |
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