+38.3%
OVV vs CASY
+154.1%
-115.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.6% |
| 7D | -16.7% | +1.1% | -17.8% | -16.8% |
| 30D | -1.5% | +8.7% | -10.2% | -2.5% |
| 3M | +1.6% | -17.3% | +18.9% | +3.8% |
| 6M | +2.0% | -19.7% | +21.8% | +4.4% |
| YTD | +56.8% | +24.8% | +32.0% | +50.3% |
| 1Y | +64.8% | +31.9% | +32.9% | +56.3% |
| 3Y | +38.3% | +155.4% | -117.1% | +19.4% |
| All | +38.3% | +154.1% | -115.8% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling