+62.3%
OVV vs CP
+220.9%
-158.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -2.1% |
| 7D | +0.3% | -2.7% | +2.9% | +2.7% |
| 30D | +11.7% | +0.2% | +11.6% | +10.8% |
| 3M | +9.8% | +2.6% | +7.2% | +5.7% |
| 6M | +26.6% | +6.0% | +20.6% | +15.0% |
| YTD | +67.0% | +24.9% | +42.1% | +26.9% |
| 1Y | +55.9% | +20.1% | +35.8% | +22.6% |
| 3Y | +45.5% | +16.4% | +29.1% | +11.1% |
| 5Y | +157.3% | +31.7% | +125.6% | +60.7% |
| All | +62.3% | +220.9% | -158.5% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling