+171.6%
OVV vs WCN
+2,775.7%
-2,604.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.1% |
| 7D | +0.3% | -0.6% | +0.9% | +0.6% |
| 30D | +11.7% | +0.4% | +11.3% | +11.4% |
| 3M | +9.8% | +7.3% | +2.5% | +5.3% |
| 6M | +26.6% | -2.5% | +29.1% | +27.2% |
| YTD | +67.0% | -5.4% | +72.4% | +70.1% |
| 1Y | +55.9% | -8.5% | +64.4% | +60.9% |
| 3Y | +45.5% | +20.8% | +24.7% | +26.9% |
| 5Y | +157.3% | +30.0% | +127.3% | +113.9% |
| 10Y | +65.0% | +238.4% | -173.4% | -12.9% |
| All | +171.6% | +2,775.7% | -2,604.1% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 all: compounded portfolio wealth divided by compounded WCN 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…
all analysis · Full analysis span regression · 6 months rolling