+65.2%
CSGP vs OVV
+50.1%
+15.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.0% | -4.6% |
| 7D | +1.3% | -16.7% | +17.9% | +3.1% |
| 30D | +10.7% | -1.5% | +12.2% | +10.7% |
| 3M | +3.3% | +1.6% | +1.7% | +2.9% |
| 6M | -10.3% | +2.0% | -12.4% | -10.9% |
| YTD | -54.6% | +56.8% | -111.4% | -57.0% |
| 1Y | -54.6% | +64.8% | -119.5% | -57.4% |
| 3Y | -60.3% | +38.3% | -98.6% | -62.4% |
| 5Y | -63.3% | +84.9% | -148.2% | -66.9% |
| All | +65.2% | +50.1% | +15.1% | +32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling