-61.5%
CSGP vs OVV
+88.6%
-150.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.2% | -1.2% |
| 7D | +13.9% | -14.9% | +28.8% | +16.5% |
| 30D | +16.0% | -0.9% | +16.9% | +15.8% |
| 3M | +6.1% | +5.6% | +0.5% | +4.8% |
| 6M | -8.2% | -2.5% | -5.7% | -8.5% |
| YTD | -52.3% | +57.8% | -110.2% | -56.3% |
| 1Y | -54.5% | +70.1% | -124.6% | -58.8% |
| 3Y | -58.6% | +35.1% | -93.7% | -62.0% |
| 5Y | -61.5% | +86.1% | -147.6% | -66.9% |
| All | -61.5% | +88.6% | -150.1% | -66.9% |
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 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