+4,936.5%
CRS vs OVV
+162.8%
+4,773.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.4% |
| 7D | -0.2% | +0.3% | -0.5% | -0.4% |
| 30D | -16.6% | +11.7% | -28.4% | -20.8% |
| 3M | -3.5% | +9.8% | -13.3% | -8.4% |
| 6M | +15.4% | +26.6% | -11.1% | +1.4% |
| YTD | +51.2% | +67.0% | -15.8% | +17.2% |
| 1Y | +98.3% | +55.9% | +42.4% | +57.2% |
| 3Y | +651.5% | +45.5% | +606.0% | +490.4% |
| 5Y | +1,411.1% | +157.3% | +1,253.8% | +746.6% |
| 10Y | +1,424.3% | +65.0% | +1,359.3% | +541.5% |
| All | +4,936.5% | +162.8% | +4,773.7% | +1,311.1% |
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