+45.8%
CSX vs OVV
+72.9%
-27.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.5% | -2.2% |
| 7D | -2.7% | -14.9% | +12.2% | -2.1% |
| 30D | +7.0% | -0.9% | +7.9% | +6.7% |
| 3M | -0.3% | +5.6% | -5.9% | -0.9% |
| 6M | +13.5% | -2.5% | +16.0% | +13.4% |
| YTD | +41.5% | +57.8% | -16.3% | +30.0% |
| 1Y | +45.8% | +70.1% | -24.3% | +32.4% |
| All | +45.8% | +72.9% | -27.1% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling