+55.4%
OVV vs CNI
+136.1%
-80.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -2.9% | -1.1% | -1.8% | -1.8% |
| 30D | +0.9% | -3.5% | +4.4% | +4.3% |
| 3M | +11.0% | +2.2% | +8.8% | +7.6% |
| 6M | +22.3% | +15.1% | +7.2% | +1.9% |
| YTD | +65.1% | +24.7% | +40.4% | +25.0% |
| 1Y | +53.1% | +33.4% | +19.8% | +6.6% |
| 3Y | +46.7% | +19.5% | +27.2% | +9.3% |
| 5Y | +155.5% | +12.6% | +142.9% | +98.4% |
| All | +55.4% | +136.1% | -80.6% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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