+58.6%
CVE vs OVV
+35.0%
+23.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -0.6% |
| 7D | -14.1% | -14.9% | +0.8% | -2.8% |
| 30D | -11.6% | -0.9% | -10.7% | -10.8% |
| 3M | 0.0% | +5.6% | -5.5% | -4.1% |
| 6M | -8.4% | -2.5% | -5.9% | -6.8% |
| YTD | +65.9% | +57.8% | +8.1% | +18.3% |
| 1Y | +69.4% | +70.1% | -0.7% | +14.1% |
| All | +58.6% | +35.0% | +23.6% | +19.9% |
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