+73.6%
OVV vs CP
+33.3%
+40.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.4% | +2.3% |
| 7D | +6.5% | +0.9% | +5.6% | +6.6% |
| 30D | -2.7% | +10.3% | -13.0% | -2.8% |
| 3M | +3.1% | +2.3% | +0.9% | +3.3% |
| 6M | +12.8% | +10.7% | +2.1% | +12.1% |
| YTD | +68.1% | +29.3% | +38.8% | +53.8% |
| 1Y | +73.6% | +31.5% | +42.2% | +58.5% |
| All | +73.6% | +33.3% | +40.4% | +58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling