+106.0%
OVV vs CNI
+8.1%
+97.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.1% |
| 7D | +8.0% | +2.5% | +5.5% | +6.4% |
| 30D | -2.0% | +6.1% | -8.2% | -6.1% |
| 3M | +5.4% | +0.1% | +5.3% | +4.8% |
| 6M | +14.3% | +14.9% | -0.7% | +2.9% |
| YTD | +69.4% | +30.9% | +38.6% | +35.8% |
| 1Y | +72.4% | +33.9% | +38.5% | +35.5% |
| 3Y | +58.4% | +20.2% | +38.2% | +30.8% |
| All | +106.0% | +8.1% | +97.9% | +90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling