+38.3%
OVV vs CLBK
+44.9%
-6.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -16.7% | +0.6% | -17.3% | -16.8% |
| 30D | -1.5% | +2.9% | -4.4% | -2.1% |
| 3M | +1.6% | +3.0% | -1.4% | +0.8% |
| 6M | +2.0% | +27.3% | -25.2% | -3.8% |
| YTD | +56.8% | +58.0% | -1.2% | +38.9% |
| 1Y | +64.8% | +62.4% | +2.5% | +44.7% |
| 3Y | +38.3% | +46.9% | -8.7% | +22.1% |
| All | +38.3% | +44.9% | -6.6% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling