+52.1%
OVV vs CGNX
+43.9%
+8.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.9% | +1.5% | -4.4% | -3.1% |
| 30D | +0.9% | -1.8% | +2.7% | +1.0% |
| 3M | +11.0% | +5.3% | +5.8% | +9.2% |
| 6M | +22.3% | +22.3% | 0.0% | +16.4% |
| YTD | +65.1% | +72.2% | -7.1% | +42.1% |
| 1Y | +53.1% | +39.8% | +13.3% | +38.7% |
| All | +52.1% | +43.9% | +8.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 3y: compounded portfolio wealth divided by compounded CGNX 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…
3y analysis · Full analysis span regression · 6 months rolling