+273.4%
CMCSA vs OVV
+146.7%
+126.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | +5.0% | -16.7% | +21.7% | +8.1% |
| 30D | +16.5% | -1.5% | +18.0% | +16.5% |
| 3M | -1.6% | +1.6% | -3.2% | -2.3% |
| 6M | -5.0% | +2.0% | -7.1% | -6.1% |
| YTD | -8.3% | +56.8% | -65.1% | -16.1% |
| 1Y | +0.4% | +64.8% | -64.4% | -9.1% |
| 3Y | -31.0% | +38.3% | -69.2% | -36.9% |
| 5Y | -42.5% | +84.9% | -127.4% | -52.4% |
| 10Y | +12.6% | +54.5% | -42.0% | -24.1% |
| All | +273.4% | +146.7% | +126.6% | +45.9% |
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 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