+2.3%
CDNS vs OVV
+58.4%
-56.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +2.1% | -10.7% | +12.9% | +1.4% |
| 30D | -4.6% | -5.3% | +0.7% | -5.0% |
| 3M | -0.8% | +2.4% | -3.2% | -1.2% |
| 6M | -7.2% | +5.7% | -12.9% | -7.9% |
| YTD | +7.7% | +56.8% | -49.1% | +3.3% |
| All | +2.3% | +58.4% | -56.1% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling