+72.0%
OVV vs COO
-7.7%
+79.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.9% | -11.5% | -4.7% |
| 7D | -12.1% | +8.4% | -20.5% | -11.0% |
| 30D | +2.9% | +13.5% | -10.6% | +4.8% |
| 3M | +3.7% | -13.8% | +17.4% | +2.3% |
| 6M | +0.6% | +4.7% | -4.1% | +3.1% |
| YTD | +62.5% | -21.4% | +83.9% | +71.6% |
| 1Y | +72.0% | -6.7% | +78.8% | +76.7% |
| All | +72.0% | -7.7% | +79.7% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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