+98.8%
CVE vs OVV
+61.5%
+37.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | +0.1% |
| 7D | +2.5% | +0.3% | +2.2% | +2.3% |
| 30D | +16.7% | +11.7% | +5.0% | +6.8% |
| 3M | +9.3% | +9.8% | -0.5% | +1.3% |
| 6M | +43.6% | +26.6% | +17.0% | +19.5% |
| YTD | +93.6% | +67.0% | +26.6% | +31.4% |
| 1Y | +98.8% | +55.9% | +42.8% | +41.2% |
| All | +98.8% | +61.5% | +37.2% | +41.2% |
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