+59.3%
OVV vs COPX
+87.6%
-28.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.5% |
| 7D | -3.8% | +6.0% | -9.8% | -3.6% |
| 30D | +1.3% | +6.4% | -5.2% | +1.5% |
| 3M | +14.3% | +19.3% | -4.9% | +15.1% |
| 6M | +21.1% | +16.2% | +4.9% | +23.1% |
| YTD | +66.0% | +33.2% | +32.9% | +61.1% |
| 1Y | +59.3% | +90.2% | -30.9% | +66.0% |
| All | +59.3% | +87.6% | -28.4% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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