+54.0%
OVV vs CNI
+32.7%
+21.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.4% |
| 7D | -3.8% | +0.9% | -4.7% | -3.8% |
| 30D | +1.3% | -2.1% | +3.4% | +1.3% |
| 3M | +14.3% | +1.8% | +12.5% | +14.1% |
| 6M | +21.1% | +14.8% | +6.3% | +19.4% |
| YTD | +66.0% | +25.4% | +40.6% | +57.3% |
| All | +54.0% | +32.7% | +21.3% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling