+1,276.1%
CRDO vs OVV
+82.1%
+1,193.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -4.0% | -4.3% |
| 7D | -2.4% | -2.9% | +0.5% | -1.3% |
| 30D | -35.3% | +0.9% | -36.1% | -35.7% |
| 3M | -32.6% | +11.0% | -43.6% | -36.1% |
| 6M | +42.7% | +22.3% | +20.4% | +27.9% |
| YTD | +11.4% | +65.1% | -53.7% | -12.9% |
| 1Y | -2.2% | +53.1% | -55.4% | -21.6% |
| 3Y | +912.1% | +46.7% | +865.3% | +707.2% |
| All | +1,276.1% | +82.1% | +1,193.9% | +876.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling