+1,320.2%
CDNS vs OVV
+162.8%
+1,157.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -3.7% |
| 7D | -14.0% | +0.3% | -14.3% | -14.1% |
| 30D | -13.2% | +11.7% | -24.9% | -15.1% |
| 3M | -28.9% | +9.8% | -38.7% | -30.4% |
| 6M | -4.2% | +26.6% | -30.7% | -9.2% |
| YTD | -6.4% | +67.0% | -73.4% | -16.0% |
| 1Y | -16.2% | +55.9% | -72.1% | -24.1% |
| 3Y | +20.2% | +45.5% | -25.3% | +8.2% |
| 5Y | +76.6% | +157.3% | -80.7% | +36.6% |
| 10Y | +1,029.7% | +65.0% | +964.7% | +622.3% |
| All | +1,320.2% | +162.8% | +1,157.4% | +763.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling