+48.2%
OVV vs COO
+41.2%
+7.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | -16.7% | +4.7% | -21.4% | -18.6% |
| 30D | -1.5% | +13.9% | -15.4% | -7.6% |
| 3M | +1.6% | -14.9% | +16.5% | +7.7% |
| 6M | +2.0% | +2.0% | 0.0% | -2.2% |
| YTD | +56.8% | -23.9% | +80.7% | +72.6% |
| 1Y | +64.8% | -9.6% | +74.5% | +65.4% |
| 3Y | +38.3% | -25.4% | +63.7% | +44.6% |
| 5Y | +84.9% | -41.2% | +126.1% | +116.4% |
| All | +48.2% | +41.2% | +7.0% | +50.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling