+56.0%
OVV vs COO
+41.1%
+14.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.4% |
| 7D | +8.0% | +0.5% | +7.6% | +7.8% |
| 30D | -2.0% | +14.2% | -16.2% | -8.2% |
| 3M | +5.4% | -18.2% | +23.6% | +13.8% |
| 6M | +14.3% | +5.3% | +8.9% | +7.8% |
| YTD | +69.4% | -23.6% | +93.0% | +86.1% |
| 1Y | +72.4% | -12.7% | +85.1% | +76.1% |
| 3Y | +58.4% | -24.2% | +82.6% | +64.0% |
| 5Y | +106.1% | -40.0% | +146.1% | +139.3% |
| All | +56.0% | +41.1% | +14.9% | +66.1% |
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