-54.5%
CSGP vs OVV
+72.9%
-127.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.2% | -1.6% |
| 7D | +13.9% | -14.9% | +28.8% | +14.3% |
| 30D | +16.0% | -0.9% | +16.9% | +15.1% |
| 3M | +6.1% | +5.6% | +0.5% | +5.0% |
| 6M | -8.2% | -2.5% | -5.7% | -9.1% |
| YTD | -52.3% | +57.8% | -110.2% | -55.0% |
| 1Y | -54.5% | +70.1% | -124.6% | -56.6% |
| All | -54.5% | +72.9% | -127.4% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling