+135.8%
CVE vs OVV
+51.1%
+84.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -0.9% |
| 7D | -14.1% | -14.9% | +0.8% | -4.4% |
| 30D | -11.6% | -0.9% | -10.7% | -10.9% |
| 3M | 0.0% | +5.6% | -5.5% | -3.5% |
| 6M | -8.4% | -2.5% | -5.9% | -6.8% |
| YTD | +65.9% | +57.8% | +8.1% | +23.7% |
| 1Y | +69.4% | +70.1% | -0.7% | +20.1% |
| 3Y | +55.9% | +35.1% | +20.8% | +25.7% |
| 5Y | +146.2% | +86.1% | +60.1% | +52.6% |
| All | +135.8% | +51.1% | +84.8% | +7.0% |
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