+95.4%
OVV vs CPAY
+88.9%
+6.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.8% |
| 7D | +1.2% | +10.4% | -9.1% | -3.5% |
| 30D | -2.5% | +16.2% | -18.7% | -9.6% |
| 3M | +0.5% | +13.7% | -13.2% | -6.0% |
| 6M | +8.5% | +35.2% | -26.8% | -7.5% |
| YTD | +64.5% | +53.5% | +10.9% | +26.5% |
| 1Y | +64.7% | +58.9% | +5.8% | +23.6% |
| 3Y | +54.1% | +99.8% | -45.7% | -5.0% |
| 5Y | +95.4% | +93.3% | +2.2% | +19.8% |
| All | +95.4% | +88.9% | +6.5% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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