+162.0%
OVV vs CNI
+10.3%
+151.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.9% |
| 7D | -3.8% | +0.9% | -4.7% | -4.4% |
| 30D | +1.3% | -2.1% | +3.4% | +2.5% |
| 3M | +14.3% | +1.8% | +12.5% | +12.4% |
| 6M | +21.1% | +14.8% | +6.3% | +8.0% |
| YTD | +66.0% | +25.4% | +40.6% | +37.9% |
| 1Y | +59.3% | +32.9% | +26.4% | +25.8% |
| 3Y | +47.6% | +20.2% | +27.4% | +21.0% |
| 5Y | +162.0% | +12.2% | +149.8% | +137.6% |
| All | +162.0% | +10.3% | +151.7% | +137.6% |
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