+48.9%
CIEN vs OVV
+75.2%
-26.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.6% | -3.7% | -9.9% |
| 7D | -25.0% | -12.1% | -12.9% | -26.2% |
| 30D | -30.1% | +2.9% | -33.0% | -29.1% |
| 3M | -33.8% | +3.7% | -37.5% | -32.5% |
| 6M | -49.4% | +0.6% | -50.1% | -49.1% |
| YTD | +16.4% | +62.5% | -46.1% | +37.0% |
| 1Y | +48.9% | +72.0% | -23.1% | +76.3% |
| All | +48.9% | +75.2% | -26.3% | +76.3% |
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