+1,239.3%
CSGP vs OVV
+162.8%
+1,076.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -37.7% |
| YTD | -54.0% | +67.0% | -121.1% | -57.8% |
| 1Y | -65.3% | +55.9% | -121.2% | -67.9% |
| 3Y | -62.6% | +45.5% | -108.1% | -65.6% |
| 5Y | -64.8% | +157.3% | -222.2% | -71.4% |
| 10Y | +45.1% | +65.0% | -19.9% | +2.0% |
| All | +1,239.3% | +162.8% | +1,076.5% | +592.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling