-61.3%
CSGP vs OVV
+88.7%
-150.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.6% | +9.6% | +4.8% |
| 7D | +18.3% | -12.1% | +30.4% | +20.4% |
| 30D | +17.8% | +2.9% | +14.9% | +17.0% |
| 3M | +9.3% | +3.7% | +5.6% | +8.2% |
| 6M | -7.9% | +0.6% | -8.5% | -8.6% |
| YTD | -51.5% | +62.5% | -114.0% | -55.7% |
| 1Y | -53.3% | +72.0% | -125.3% | -57.8% |
| 3Y | -57.9% | +39.1% | -97.0% | -61.5% |
| 5Y | -61.3% | +98.5% | -159.8% | -67.0% |
| All | -61.3% | +88.7% | -150.0% | -67.0% |
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