+569.7%
CIEN vs OVV
+45.7%
+524.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.9% | +1.6% |
| 7D | -15.2% | +0.3% | -15.4% | -15.2% |
| 30D | -21.5% | +11.7% | -33.2% | -24.0% |
| 3M | -40.1% | +9.8% | -49.9% | -41.9% |
| 6M | -6.6% | +26.6% | -33.1% | -14.3% |
| YTD | +37.3% | +67.0% | -29.8% | +14.4% |
| 1Y | +174.5% | +55.9% | +118.6% | +132.7% |
| All | +569.7% | +45.7% | +524.0% | +452.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling