+1,152.4%
COP vs OVV
+162.8%
+989.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.2% |
| 7D | +3.0% | +0.3% | +2.7% | +2.9% |
| 30D | +17.5% | +11.7% | +5.8% | +11.3% |
| 3M | +13.4% | +9.8% | +3.6% | +8.3% |
| 6M | +17.7% | +26.6% | -8.8% | +4.9% |
| YTD | +46.6% | +67.0% | -20.4% | +14.0% |
| 1Y | +44.6% | +55.9% | -11.3% | +16.0% |
| 3Y | +20.7% | +45.5% | -24.8% | -1.8% |
| 5Y | +185.0% | +157.3% | +27.7% | +69.2% |
| 10Y | +347.0% | +65.0% | +282.0% | +106.4% |
| All | +1,152.4% | +162.8% | +989.6% | +233.0% |
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