+156.7%
OVV vs COO
+989.1%
-832.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.4% | -2.4% |
| 7D | -14.9% | +5.3% | -20.1% | -16.5% |
| 30D | -0.9% | +12.5% | -13.5% | -5.0% |
| 3M | +5.6% | -15.1% | +20.7% | +10.1% |
| 6M | -2.5% | +3.7% | -6.2% | -5.6% |
| YTD | +57.8% | -22.5% | +80.3% | +67.4% |
| 1Y | +70.1% | -7.8% | +77.9% | +69.8% |
| 3Y | +35.1% | -24.1% | +59.2% | +40.3% |
| 5Y | +86.1% | -40.1% | +126.2% | +106.6% |
| 10Y | +55.5% | +44.7% | +10.8% | +38.2% |
| All | +156.7% | +989.1% | -832.4% | +15.5% |
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