+106.0%
OVV vs CP
+25.5%
+80.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.0% |
| 7D | +8.0% | +2.1% | +5.9% | +6.7% |
| 30D | -2.0% | +9.3% | -11.4% | -7.4% |
| 3M | +5.4% | +0.5% | +5.0% | +4.5% |
| 6M | +14.3% | +10.4% | +3.9% | +6.0% |
| YTD | +69.4% | +28.7% | +40.7% | +39.8% |
| 1Y | +72.4% | +33.2% | +39.2% | +38.7% |
| 3Y | +58.4% | +38.4% | +19.9% | +17.6% |
| All | +106.0% | +25.5% | +80.5% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling