+171.6%
OVV vs COO
+1,093.3%
-921.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.3% |
| 7D | +0.3% | -2.2% | +2.5% | +1.0% |
| 30D | +11.7% | -7.0% | +18.7% | +14.3% |
| 3M | +9.8% | +12.2% | -2.4% | +4.9% |
| 6M | +26.6% | -15.1% | +41.7% | +31.9% |
| YTD | +67.0% | -15.1% | +82.1% | +73.9% |
| 1Y | +55.9% | +2.3% | +53.6% | +51.7% |
| 3Y | +45.5% | -23.7% | +69.2% | +52.4% |
| 5Y | +157.3% | -38.9% | +196.3% | +187.0% |
| 10Y | +65.0% | +49.9% | +15.1% | +45.9% |
| All | +171.6% | +1,093.3% | -921.7% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling