+95.4%
OVV vs CPB
-33.9%
+129.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.3% | +3.1% |
| 7D | +1.2% | -4.1% | +5.3% | +1.3% |
| 30D | -2.5% | +16.9% | -19.5% | -3.1% |
| 3M | +0.5% | -0.6% | +1.0% | +0.6% |
| 6M | +8.5% | +11.4% | -2.9% | +7.7% |
| YTD | +64.5% | -14.8% | +79.3% | +66.4% |
| 1Y | +64.7% | -24.8% | +89.4% | +68.1% |
| 3Y | +54.1% | -36.6% | +90.8% | +57.5% |
| 5Y | +95.4% | -33.3% | +128.8% | +97.9% |
| All | +95.4% | -33.9% | +129.3% | +97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling