-4.2%
CORZ vs OVV
+75.5%
-79.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +1.0% |
| 7D | +23.5% | +8.0% | +15.4% | +23.4% |
| 30D | +7.5% | -2.0% | +9.5% | +7.3% |
| 3M | -26.6% | +5.4% | -32.0% | -26.7% |
| 6M | -39.5% | +14.3% | -53.8% | -39.8% |
| YTD | -0.3% | +69.4% | -69.7% | -14.5% |
| 1Y | -4.2% | +72.4% | -76.6% | -17.3% |
| All | -4.2% | +75.5% | -79.7% | -17.3% |
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