+765.7%
CRS vs OVV
+84.0%
+681.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -1.7% | -16.7% | +15.0% | +4.0% |
| 30D | -28.8% | -1.5% | -27.3% | -28.8% |
| 3M | -50.0% | +1.6% | -51.6% | -50.8% |
| 6M | -39.2% | +2.0% | -41.2% | -40.7% |
| YTD | -11.4% | +56.8% | -68.2% | -27.8% |
| 1Y | -11.7% | +64.8% | -76.5% | -29.8% |
| 3Y | +319.6% | +38.3% | +281.4% | +245.1% |
| All | +765.7% | +84.0% | +681.6% | +489.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling