+9.7%
CRM vs OVV
+51.8%
-42.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -8.1% | -2.9% | -5.2% | -7.7% |
| 30D | +23.1% | +0.9% | +22.2% | +22.9% |
| 3M | +42.5% | +11.0% | +31.5% | +40.2% |
| 6M | +25.3% | +22.3% | +3.0% | +21.2% |
| YTD | -7.8% | +65.1% | -72.9% | -15.1% |
| 1Y | +1.0% | +53.1% | -52.1% | -6.0% |
| All | +9.7% | +51.8% | -42.1% | -0.1% |
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 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