+73.2%
CVE vs OVV
+45.7%
+27.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | 0.0% |
| 7D | +2.5% | +0.3% | +2.2% | +2.3% |
| 30D | +16.7% | +11.7% | +5.0% | +7.3% |
| 3M | +9.3% | +9.8% | -0.5% | +1.8% |
| 6M | +43.6% | +26.6% | +17.0% | +20.4% |
| YTD | +93.6% | +67.0% | +26.6% | +32.6% |
| 1Y | +98.8% | +55.9% | +42.8% | +42.2% |
| All | +73.2% | +45.7% | +27.5% | +23.9% |
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 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