+134.5%
CVE vs OVV
+50.1%
+84.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.2% |
| 7D | -16.1% | -16.7% | +0.5% | -5.4% |
| 30D | -10.4% | -1.5% | -8.9% | -9.3% |
| 3M | -2.4% | +1.6% | -3.9% | -3.4% |
| 6M | -4.4% | +2.0% | -6.5% | -5.7% |
| YTD | +64.9% | +56.8% | +8.1% | +23.5% |
| 1Y | +66.0% | +64.8% | +1.2% | +20.1% |
| 3Y | +57.7% | +38.3% | +19.4% | +25.3% |
| 5Y | +144.7% | +84.9% | +59.8% | +52.3% |
| All | +134.5% | +50.1% | +84.4% | +6.9% |
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