+23.4%
OVV vs CLBK
+66.9%
-43.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -3.7% | +1.1% | -4.9% | -4.3% |
| 30D | +8.0% | +7.8% | +0.2% | +3.2% |
| 3M | +11.3% | +23.9% | -12.6% | -2.4% |
| 6M | +24.0% | +42.3% | -18.3% | -0.7% |
| YTD | +65.3% | +65.4% | -0.1% | +19.8% |
| 1Y | +60.2% | +70.3% | -10.2% | +12.7% |
| 3Y | +46.9% | +54.5% | -7.5% | +1.8% |
| 5Y | +158.7% | +43.1% | +115.6% | +56.4% |
| All | +23.4% | +66.9% | -43.5% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling