+504.6%
CSX vs OVV
+63.7%
+440.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | -3.4% | +0.3% | -3.6% | -3.5% |
| 30D | -3.1% | +11.7% | -14.8% | -5.0% |
| 3M | +7.2% | +9.8% | -2.6% | +5.1% |
| 6M | +16.2% | +26.6% | -10.4% | +10.7% |
| YTD | +37.5% | +67.0% | -29.5% | +24.7% |
| 1Y | +53.2% | +55.9% | -2.7% | +40.0% |
| 3Y | +68.2% | +45.5% | +22.7% | +52.4% |
| 5Y | +65.2% | +157.3% | -92.1% | +30.3% |
| All | +504.6% | +63.7% | +440.9% | +295.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling