+186.8%
CIEN vs OVV
+57.1%
+129.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.2% |
| 7D | -5.3% | -3.7% | -1.6% | -5.6% |
| 30D | -17.2% | +8.0% | -25.2% | -16.6% |
| 3M | -26.9% | +11.3% | -38.1% | -26.3% |
| 6M | +16.0% | +24.0% | -8.0% | +16.7% |
| YTD | +45.9% | +65.3% | -19.4% | +50.7% |
| 1Y | +186.8% | +60.2% | +126.6% | +195.7% |
| All | +186.8% | +57.1% | +129.7% | +195.7% |
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