-42.9%
CORZ vs OVV
+67.1%
-109.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +4.0% | +3.3% |
| 7D | -11.2% | -16.7% | +5.4% | -12.2% |
| 30D | -26.2% | -1.5% | -24.7% | -26.0% |
| 3M | -44.1% | +1.6% | -45.7% | -44.2% |
| 6M | -52.3% | +2.0% | -54.3% | -52.2% |
| YTD | -19.2% | +56.8% | -76.0% | -29.5% |
| 1Y | -42.9% | +64.8% | -107.7% | -52.1% |
| All | -42.9% | +67.1% | -109.9% | -52.1% |
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