+72.4%
OVV vs CNH
+16.6%
+55.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.7% |
| 7D | +8.0% | +3.0% | +5.0% | +8.2% |
| 30D | -2.0% | -0.6% | -1.5% | -2.1% |
| 3M | +5.4% | +14.6% | -9.2% | +7.3% |
| 6M | +14.3% | +11.8% | +2.5% | +16.4% |
| YTD | +69.4% | +30.4% | +39.0% | +74.1% |
| 1Y | +72.4% | +19.1% | +53.3% | +77.2% |
| All | +72.4% | +16.6% | +55.7% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 1y: compounded portfolio wealth divided by compounded CNH 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…
1y analysis · Full analysis span regression · 6 months rolling