+241.9%
CORZ vs OVV
+54.2%
+187.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +4.0% | +3.6% |
| 7D | -11.2% | -16.7% | +5.4% | -5.6% |
| 30D | -26.2% | -1.5% | -24.7% | -26.1% |
| 3M | -44.1% | +1.6% | -45.7% | -45.3% |
| 6M | -52.3% | +2.0% | -54.3% | -53.6% |
| YTD | -19.2% | +56.8% | -76.0% | -37.6% |
| 1Y | -42.9% | +64.8% | -107.7% | -57.2% |
| All | +241.9% | +54.2% | +187.7% | +187.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling