+72.0%
OVV vs CG
-14.1%
+86.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.5% | -10.1% | -5.0% |
| 7D | -12.1% | +9.4% | -21.6% | -11.0% |
| 30D | +2.9% | +8.7% | -5.9% | +4.2% |
| 3M | +3.7% | -15.0% | +18.7% | +2.0% |
| 6M | +0.6% | -13.2% | +13.8% | -0.4% |
| YTD | +62.5% | -26.2% | +88.6% | +60.6% |
| 1Y | +72.0% | -14.1% | +86.1% | +62.4% |
| All | +72.0% | -14.1% | +86.1% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling