+45.1%
OVV vs CPB
-40.9%
+86.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.9% |
| 7D | -7.3% | +2.9% | -10.1% | -7.5% |
| 30D | -3.6% | +17.6% | -21.2% | -4.9% |
| 3M | -2.6% | +2.0% | -4.7% | -2.9% |
| 6M | +7.6% | +11.6% | -4.1% | +6.2% |
| YTD | +59.6% | -13.8% | +73.4% | +61.4% |
| 1Y | +62.2% | -21.6% | +83.8% | +65.6% |
| 3Y | +49.6% | -35.8% | +85.4% | +54.5% |
| 5Y | +98.9% | -33.3% | +132.2% | +102.9% |
| 10Y | +45.1% | -39.4% | +84.6% | +79.7% |
| All | +45.1% | -40.9% | +86.0% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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