-64.8%
CSGP vs OVV
+160.2%
-224.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.2% |
| 7D | -4.1% | +0.3% | -4.3% | -4.1% |
| 30D | +2.3% | +11.7% | -9.4% | +0.5% |
| 3M | -8.2% | +9.8% | -18.0% | -9.8% |
| 6M | -35.1% | +26.6% | -61.6% | -37.8% |
| YTD | -54.0% | +67.0% | -121.1% | -58.0% |
| 1Y | -65.3% | +55.9% | -121.2% | -68.1% |
| 3Y | -62.6% | +45.5% | -108.1% | -65.9% |
| All | -64.8% | +160.2% | -224.9% | -68.8% |
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