+6,032.9%
CRM vs OVV
+84.6%
+5,948.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.2% | -1.6% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | +34.3% | +11.7% | +22.6% | +31.4% |
| 3M | +37.7% | +9.8% | +27.9% | +34.7% |
| 6M | +34.9% | +26.6% | +8.4% | +28.0% |
| YTD | -1.6% | +67.0% | -68.7% | -12.1% |
| 1Y | +7.1% | +55.9% | -48.8% | -3.4% |
| 3Y | +19.0% | +45.5% | -26.5% | +6.2% |
| 5Y | -1.3% | +157.3% | -158.6% | -24.9% |
| 10Y | +251.2% | +65.0% | +186.1% | +119.8% |
| All | +6,032.9% | +84.6% | +5,948.3% | +3,857.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling