+67.4%
CVE vs OVV
-35.0%
+102.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -5.6% | -2.0% | -4.2% |
| 7D | -12.1% | -12.1% | 0.0% | -4.7% |
| 30D | -9.8% | +2.9% | -12.7% | -11.2% |
| 3M | -0.7% | +3.7% | -4.4% | -2.9% |
| 6M | -4.3% | +0.6% | -4.9% | -4.6% |
| YTD | +70.6% | +62.5% | +8.1% | +27.6% |
| 1Y | +73.2% | +72.0% | +1.1% | +24.9% |
| 3Y | +60.3% | +39.1% | +21.2% | +29.5% |
| 5Y | +159.3% | +98.5% | +60.8% | +62.0% |
| 10Y | +147.4% | +60.1% | +87.3% | +19.8% |
| All | +67.4% | -35.0% | +102.3% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling