-46.8%
CPNG vs OVV
+61.5%
-108.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.5% |
| 7D | -7.4% | +0.3% | -7.7% | -7.4% |
| 30D | -4.4% | +11.7% | -16.2% | -4.2% |
| 3M | -7.5% | +9.8% | -17.3% | -6.8% |
| 6M | -19.9% | +26.6% | -46.5% | -20.3% |
| YTD | -35.2% | +67.0% | -102.2% | -35.9% |
| 1Y | -46.8% | +55.9% | -102.7% | -47.9% |
| All | -46.8% | +61.5% | -108.3% | -47.9% |
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