+2,987.3%
COR vs OVV
+162.8%
+2,824.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.7% |
| 7D | +2.8% | +0.3% | +2.5% | +2.7% |
| 30D | +4.5% | +11.7% | -7.2% | +3.3% |
| 3M | +22.7% | +9.8% | +12.9% | +21.2% |
| 6M | -9.7% | +26.6% | -36.3% | -12.2% |
| YTD | -1.4% | +67.0% | -68.5% | -7.2% |
| 1Y | +13.9% | +55.9% | -42.0% | +7.8% |
| 3Y | +94.0% | +45.5% | +48.5% | +81.5% |
| 5Y | +184.0% | +157.3% | +26.7% | +140.7% |
| 10Y | +406.8% | +65.0% | +341.8% | +283.8% |
| All | +2,987.3% | +162.8% | +2,824.5% | +1,751.0% |
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