+39.2%
OVV vs COO
-24.0%
+63.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.4% | -2.7% |
| 7D | -14.9% | +5.3% | -20.1% | -15.5% |
| 30D | -0.9% | +12.5% | -13.5% | -2.6% |
| 3M | +5.6% | -15.1% | +20.7% | +8.3% |
| 6M | -2.5% | +3.7% | -6.2% | -4.0% |
| YTD | +57.8% | -22.5% | +80.3% | +66.5% |
| 1Y | +70.1% | -7.8% | +77.9% | +70.9% |
| All | +39.2% | -24.0% | +63.1% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling