+46.9%
OVV vs CNI
+21.3%
+25.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -3.7% | +2.5% | -6.2% | -4.7% |
| 30D | +8.0% | -2.5% | +10.5% | +8.9% |
| 3M | +11.3% | +2.7% | +8.5% | +9.7% |
| 6M | +24.0% | +16.9% | +7.1% | +14.1% |
| YTD | +65.3% | +26.3% | +39.0% | +45.1% |
| 1Y | +60.2% | +31.1% | +29.1% | +37.2% |
| 3Y | +46.9% | +21.1% | +25.9% | +27.8% |
| All | +46.9% | +21.3% | +25.7% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling