+171.6%
OVV vs CASY
+6,946.0%
-6,774.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +11.7% | -11.3% | +23.1% | +15.4% |
| 3M | +9.8% | -0.6% | +10.4% | +9.1% |
| 6M | +26.6% | +10.7% | +15.8% | +21.3% |
| YTD | +67.0% | +37.1% | +29.9% | +50.2% |
| 1Y | +55.9% | +52.3% | +3.6% | +35.4% |
| 3Y | +45.5% | +215.2% | -169.7% | -0.3% |
| 5Y | +157.3% | +276.5% | -119.1% | +65.6% |
| 10Y | +65.0% | +508.4% | -443.4% | -7.8% |
| All | +171.6% | +6,946.0% | -6,774.4% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling