+45.1%
OVV vs CRL
+353.6%
-308.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +4.0% | +2.6% |
| 7D | -7.3% | -1.7% | -5.5% | -6.9% |
| 30D | -3.6% | +14.6% | -18.2% | -8.6% |
| 3M | -2.6% | +24.8% | -27.5% | -11.0% |
| 6M | +7.6% | +94.7% | -87.1% | -18.1% |
| YTD | +59.6% | +73.4% | -13.7% | +24.1% |
| 1Y | +62.2% | +104.7% | -42.4% | +17.5% |
| 3Y | +49.6% | +101.1% | -51.5% | -0.9% |
| 5Y | +98.9% | -10.8% | +109.7% | +90.4% |
| 10Y | +45.1% | +358.8% | -313.7% | -33.2% |
| All | +45.1% | +353.6% | -308.5% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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