+156.7%
OVV vs CASY
+6,331.9%
-6,175.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.0% | -3.5% |
| 7D | -14.9% | +1.8% | -16.7% | -15.3% |
| 30D | -0.9% | +11.2% | -12.1% | -3.9% |
| 3M | +5.6% | -19.1% | +24.6% | +11.1% |
| 6M | -2.5% | -19.9% | +17.4% | +2.2% |
| YTD | +57.8% | +25.2% | +32.6% | +44.7% |
| 1Y | +70.1% | +31.6% | +38.5% | +53.3% |
| 3Y | +35.1% | +155.4% | -120.3% | -2.0% |
| 5Y | +86.1% | +251.5% | -165.5% | +21.4% |
| 10Y | +55.5% | +558.6% | -503.1% | -14.8% |
| All | +156.7% | +6,331.9% | -6,175.2% | -28.9% |
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