+48.2%
OVV vs CASY
+553.2%
-505.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -16.7% | +1.1% | -17.8% | -17.0% |
| 30D | -1.5% | +8.7% | -10.2% | -4.5% |
| 3M | +1.6% | -17.3% | +18.9% | +7.7% |
| 6M | +2.0% | -19.7% | +21.8% | +8.3% |
| YTD | +56.8% | +24.8% | +32.0% | +38.8% |
| 1Y | +64.8% | +31.9% | +32.9% | +42.2% |
| 3Y | +38.3% | +155.4% | -117.1% | -14.1% |
| 5Y | +84.9% | +250.6% | -165.7% | -3.7% |
| All | +48.2% | +553.2% | -505.0% | -36.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling