+73.6%
OVV vs COO
-13.9%
+87.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.1% |
| 7D | +6.5% | -2.1% | +8.6% | +6.2% |
| 30D | -2.7% | +13.9% | -16.6% | -0.9% |
| 3M | +3.1% | -18.9% | +22.1% | +0.7% |
| 6M | +12.8% | +3.7% | +9.1% | +15.2% |
| YTD | +68.1% | -24.1% | +92.3% | +76.3% |
| 1Y | +73.6% | -14.2% | +87.9% | +80.1% |
| All | +73.6% | -13.9% | +87.6% | +80.1% |
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 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