+106.0%
OVV vs CASY
+266.7%
-160.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +8.0% | +3.6% | +4.5% | +7.3% |
| 30D | -2.0% | +9.1% | -11.1% | -3.7% |
| 3M | +5.4% | -16.5% | +21.9% | +8.9% |
| 6M | +14.3% | -19.7% | +34.0% | +18.6% |
| YTD | +69.4% | +29.3% | +40.2% | +56.8% |
| 1Y | +72.4% | +33.1% | +39.2% | +58.0% |
| 3Y | +58.4% | +158.5% | -100.1% | +17.4% |
| All | +106.0% | +266.7% | -160.7% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling