+2,850.5%
CRS vs OVV
+146.7%
+2,703.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -1.7% | -16.7% | +15.0% | +5.8% |
| 30D | -28.8% | -1.5% | -27.3% | -28.7% |
| 3M | -50.0% | +1.6% | -51.6% | -50.9% |
| 6M | -39.2% | +2.0% | -41.2% | -41.1% |
| YTD | -11.4% | +56.8% | -68.2% | -30.1% |
| 1Y | -11.7% | +64.8% | -76.5% | -32.2% |
| 3Y | +319.6% | +38.3% | +281.4% | +236.1% |
| 5Y | +794.8% | +84.9% | +709.9% | +476.8% |
| 10Y | +926.9% | +54.5% | +872.4% | +346.6% |
| All | +2,850.5% | +146.7% | +2,703.8% | +741.9% |
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