+171.6%
OVV vs CHD
+2,573.4%
-2,401.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | -2.7% | +2.9% | +0.8% |
| 30D | +11.7% | -4.6% | +16.4% | +12.8% |
| 3M | +9.8% | +5.0% | +4.8% | +8.3% |
| 6M | +26.6% | -3.2% | +29.8% | +26.7% |
| YTD | +67.0% | +18.6% | +48.4% | +59.8% |
| 1Y | +55.9% | +4.8% | +51.1% | +53.1% |
| 3Y | +45.5% | +6.1% | +39.4% | +40.4% |
| 5Y | +157.3% | +24.0% | +133.4% | +133.8% |
| 10Y | +65.0% | +124.5% | -59.5% | +22.6% |
| All | +171.6% | +2,573.4% | -2,401.7% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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