-41.3%
CORZ vs OVV
+75.2%
-116.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -5.6% | -4.8% | -10.7% |
| 7D | -14.9% | -12.1% | -2.8% | -15.7% |
| 30D | -23.1% | +2.9% | -26.0% | -22.7% |
| 3M | -44.1% | +3.7% | -47.7% | -44.0% |
| 6M | -39.5% | +0.6% | -40.1% | -39.2% |
| YTD | -12.4% | +62.5% | -74.8% | -21.9% |
| 1Y | -41.3% | +72.0% | -113.3% | -49.7% |
| All | -41.3% | +75.2% | -116.5% | -49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling