+1,242.9%
CDNS vs OVV
+48.9%
+1,194.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +2.1% | -10.7% | +12.9% | +3.5% |
| 30D | -4.6% | -5.3% | +0.7% | -4.1% |
| 3M | -0.8% | +2.4% | -3.2% | -1.4% |
| 6M | -7.2% | +5.7% | -12.9% | -8.4% |
| YTD | +7.7% | +56.8% | -49.1% | +0.6% |
| 1Y | +3.5% | +59.3% | -55.7% | -3.5% |
| 3Y | +31.2% | +49.0% | -17.7% | +21.9% |
| 5Y | +84.5% | +88.1% | -3.6% | +63.6% |
| 10Y | +1,242.9% | +42.5% | +1,200.3% | +903.4% |
| All | +1,242.9% | +48.9% | +1,194.0% | +903.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling