+58.4%
OVV vs CPB
-35.1%
+93.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.8% |
| 7D | +8.0% | -1.6% | +9.6% | +8.0% |
| 30D | -2.0% | +19.2% | -21.3% | -2.0% |
| 3M | +5.4% | -0.9% | +6.4% | +5.6% |
| 6M | +14.3% | +15.2% | -1.0% | +14.1% |
| YTD | +69.4% | -13.1% | +82.5% | +71.4% |
| 1Y | +72.4% | -22.4% | +94.8% | +75.0% |
| 3Y | +58.4% | -35.3% | +93.7% | +63.1% |
| All | +58.4% | -35.1% | +93.5% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling