+106.0%
OVV vs CLBK
+27.8%
+78.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +8.0% | +0.9% | +7.2% | +7.8% |
| 30D | -2.0% | +3.4% | -5.4% | -2.9% |
| 3M | +5.4% | -4.3% | +9.7% | +6.4% |
| 6M | +14.3% | +28.4% | -14.1% | +7.1% |
| YTD | +69.4% | +59.4% | +10.0% | +49.2% |
| 1Y | +72.4% | +64.8% | +7.6% | +50.3% |
| 3Y | +58.4% | +50.6% | +7.8% | +38.3% |
| All | +106.0% | +27.8% | +78.2% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling