+245.6%
CRH vs OVV
+56.5%
+189.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -6.1% | -1.7% | -4.4% | -5.8% |
| 30D | -9.3% | +0.8% | -10.0% | -9.4% |
| 3M | -15.2% | +13.3% | -28.4% | -17.4% |
| 6M | -14.2% | +16.9% | -31.1% | -17.5% |
| YTD | -28.3% | +64.3% | -92.5% | -35.3% |
| 1Y | -21.8% | +54.2% | -76.0% | -28.9% |
| 3Y | +71.6% | +51.3% | +20.3% | +53.8% |
| 5Y | +96.6% | +154.3% | -57.6% | +54.4% |
| All | +245.6% | +56.5% | +189.1% | +120.1% |
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