+269.8%
CORZ vs OVV
+54.1%
+215.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.2% | +8.2% |
| 7D | +1.7% | -10.7% | +12.5% | +5.8% |
| 30D | -17.5% | -5.3% | -12.2% | -16.1% |
| 3M | -39.5% | +2.4% | -41.8% | -40.9% |
| 6M | -44.5% | +5.7% | -50.2% | -47.0% |
| YTD | -12.6% | +56.8% | -69.4% | -32.5% |
| 1Y | -37.0% | +59.3% | -96.3% | -51.9% |
| All | +269.8% | +54.1% | +215.6% | +211.3% |
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 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