-24.2%
CORZ vs OVV
+60.8%
-85.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +3.2% |
| 7D | -7.8% | -7.3% | -0.5% | -8.0% |
| 30D | -14.8% | -3.6% | -11.2% | -14.6% |
| 3M | -32.5% | -2.6% | -29.8% | -32.5% |
| 6M | -42.7% | +7.6% | -50.3% | -43.0% |
| YTD | -9.8% | +59.6% | -69.4% | -23.2% |
| All | -24.2% | +60.8% | -85.0% | -34.7% |
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