+2,302.3%
CTAS vs OVV
+146.7%
+2,155.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | +1.2% | -16.7% | +17.8% | +4.0% |
| 30D | +12.8% | -1.5% | +14.3% | +12.9% |
| 3M | +10.3% | +1.6% | +8.7% | +9.6% |
| 6M | +32.0% | +2.0% | +30.0% | +30.7% |
| YTD | +19.1% | +56.8% | -37.7% | +9.4% |
| 1Y | +21.5% | +64.8% | -43.4% | +10.4% |
| 3Y | +76.0% | +38.3% | +37.8% | +61.0% |
| 5Y | +110.9% | +84.9% | +26.0% | +75.6% |
| 10Y | +849.8% | +54.5% | +795.3% | +532.7% |
| All | +2,302.3% | +146.7% | +2,155.6% | +1,098.3% |
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