+98.9%
OVV vs COO
-41.3%
+140.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | -7.3% | +4.5% | -11.8% | -8.5% |
| 30D | -3.6% | +16.9% | -20.5% | -7.9% |
| 3M | -2.6% | -16.7% | +14.1% | +2.1% |
| 6M | +7.6% | +5.9% | +1.6% | +3.6% |
| YTD | +59.6% | -22.4% | +82.0% | +71.0% |
| 1Y | +62.2% | -10.1% | +72.3% | +63.9% |
| 3Y | +49.6% | -22.8% | +72.4% | +52.0% |
| 5Y | +98.9% | -41.4% | +140.3% | +111.2% |
| All | +98.9% | -41.3% | +140.2% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling