+1,298.7%
CRDO vs OVV
+81.2%
+1,217.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -4.5% | -1.7% | -2.8% | -3.8% |
| 30D | -39.2% | +0.8% | -40.0% | -39.6% |
| 3M | -38.5% | +13.3% | -51.7% | -42.1% |
| 6M | +40.6% | +16.9% | +23.7% | +28.4% |
| YTD | +13.2% | +64.3% | -51.0% | -11.3% |
| 1Y | +2.3% | +54.2% | -51.9% | -18.3% |
| 3Y | +942.5% | +51.3% | +891.2% | +722.8% |
| All | +1,298.7% | +81.2% | +1,217.5% | +894.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling