-69.2%
CPNG vs OVV
+172.0%
-241.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.8% |
| 7D | -6.8% | +8.0% | -14.8% | -8.1% |
| 30D | +5.5% | -2.0% | +7.5% | +5.5% |
| 3M | -6.8% | +5.4% | -12.2% | -8.3% |
| 6M | -4.8% | +14.3% | -19.1% | -8.3% |
| YTD | -35.6% | +69.4% | -105.0% | -43.3% |
| 1Y | -46.8% | +72.4% | -119.1% | -53.4% |
| 3Y | -0.8% | +58.4% | -59.2% | -13.9% |
| 5Y | -42.9% | +106.1% | -149.0% | -52.1% |
| All | -69.2% | +172.0% | -241.1% | -76.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling