+72.2%
CSX vs OVV
+45.7%
+26.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | -3.4% | +0.3% | -3.6% | -3.4% |
| 30D | -3.1% | +11.7% | -14.8% | -4.9% |
| 3M | +7.2% | +9.8% | -2.6% | +5.3% |
| 6M | +16.2% | +26.6% | -10.4% | +10.7% |
| YTD | +37.5% | +67.0% | -29.5% | +24.0% |
| 1Y | +53.2% | +55.9% | -2.7% | +39.5% |
| All | +72.2% | +45.7% | +26.5% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling