+1,199.9%
CDNS vs OVV
+51.8%
+1,148.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.8% | -1.1% |
| 7D | -0.1% | +1.2% | -1.3% | -0.2% |
| 30D | -5.5% | -2.5% | -3.0% | -5.3% |
| 3M | +0.5% | +0.5% | 0.0% | +0.2% |
| 6M | -9.6% | +8.5% | -18.1% | -11.0% |
| YTD | +5.3% | +64.5% | -59.1% | -2.1% |
| 1Y | +3.4% | +64.7% | -61.3% | -4.1% |
| 3Y | +25.9% | +54.1% | -28.3% | +16.4% |
| 5Y | +85.8% | +95.4% | -9.6% | +63.9% |
| 10Y | +1,199.9% | +54.9% | +1,144.9% | +864.0% |
| All | +1,199.9% | +51.8% | +1,148.0% | +864.0% |
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