+97.2%
OVV vs CBRE
+2,234.5%
-2,137.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | +0.3% | -2.0% | +2.2% | +0.8% |
| 30D | +11.7% | -2.2% | +13.9% | +12.0% |
| 3M | +9.8% | +12.9% | -3.1% | +4.8% |
| 6M | +26.6% | +4.3% | +22.3% | +22.9% |
| YTD | +67.0% | -8.0% | +75.1% | +67.6% |
| 1Y | +55.9% | -8.6% | +64.5% | +56.2% |
| 3Y | +45.5% | +71.9% | -26.4% | +18.0% |
| 5Y | +157.3% | +50.0% | +107.3% | +116.9% |
| 10Y | +65.0% | +390.1% | -325.1% | +8.9% |
| All | +97.2% | +2,234.5% | -2,137.3% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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