+272.1%
CNQ vs OVV
+148.5%
+123.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | +0.1% | -1.7% | +1.8% | +1.1% |
| 30D | +6.2% | +0.8% | +5.4% | +5.8% |
| 3M | +12.4% | +13.3% | -0.9% | +4.7% |
| 6M | +9.0% | +16.9% | -7.9% | -0.2% |
| YTD | +52.2% | +64.3% | -12.1% | +15.3% |
| 1Y | +65.0% | +54.2% | +10.9% | +28.7% |
| 3Y | +78.8% | +51.3% | +27.5% | +36.4% |
| All | +272.1% | +148.5% | +123.6% | +105.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling