-21.2%
CDNS vs OVV
+57.1%
-78.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.9% |
| 7D | -9.2% | -3.7% | -5.5% | -9.3% |
| 30D | -16.3% | +8.0% | -24.2% | -16.3% |
| 3M | -27.9% | +11.3% | -39.2% | -28.2% |
| 6M | -4.3% | +24.0% | -28.3% | -6.5% |
| YTD | -9.1% | +65.3% | -74.4% | -13.3% |
| 1Y | -21.2% | +60.2% | -81.4% | -26.1% |
| All | -21.2% | +57.1% | -78.4% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OVV 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling