+39.2%
OVV vs CASY
+154.8%
-115.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.0% | -3.1% |
| 7D | -14.9% | +1.8% | -16.7% | -15.1% |
| 30D | -0.9% | +11.2% | -12.1% | -2.2% |
| 3M | +5.6% | -19.1% | +24.6% | +8.1% |
| 6M | -2.5% | -19.9% | +17.4% | -0.2% |
| YTD | +57.8% | +25.2% | +32.6% | +51.2% |
| 1Y | +70.1% | +31.6% | +38.5% | +61.3% |
| All | +39.2% | +154.8% | -115.6% | +20.1% |
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