+72.0%
OVV vs CASY
+32.1%
+39.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -7.0% | -5.7% |
| 7D | -12.1% | +0.8% | -12.9% | -12.1% |
| 30D | +2.9% | +9.4% | -6.5% | +2.3% |
| 3M | +3.7% | -20.6% | +24.3% | +5.0% |
| 6M | +0.6% | -20.7% | +21.3% | +0.7% |
| YTD | +62.5% | +22.5% | +40.0% | +70.1% |
| 1Y | +72.0% | +29.5% | +42.5% | +80.8% |
| All | +72.0% | +32.1% | +39.9% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling