+170.0%
OVV vs CGNX
+1,083.9%
-913.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | -3.8% | +3.2% | -7.0% | -4.7% |
| 30D | +1.3% | -3.7% | +5.0% | +2.1% |
| 3M | +14.3% | +1.0% | +13.3% | +12.0% |
| 6M | +21.1% | +22.1% | -1.0% | +10.6% |
| YTD | +66.0% | +72.7% | -6.7% | +31.5% |
| 1Y | +59.3% | +40.4% | +18.9% | +33.3% |
| 3Y | +47.6% | +45.2% | +2.3% | +17.1% |
| 5Y | +162.0% | -26.7% | +188.6% | +151.8% |
| 10Y | +56.5% | +178.5% | -122.0% | +7.4% |
| All | +170.0% | +1,083.9% | -913.9% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling