+1,333.1%
CRWD vs OVV
+213.2%
+1,119.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | +2.2% | -3.8% | +5.9% | +2.7% |
| 30D | -7.7% | +1.3% | -9.0% | -7.9% |
| 3M | +28.9% | +14.3% | +14.5% | +26.1% |
| 6M | +91.5% | +21.1% | +70.3% | +85.3% |
| YTD | +77.3% | +66.0% | +11.3% | +63.7% |
| 1Y | +96.3% | +59.3% | +37.0% | +81.8% |
| 3Y | +394.5% | +47.6% | +346.9% | +356.8% |
| 5Y | +213.5% | +162.0% | +51.5% | +170.3% |
| All | +1,333.1% | +213.2% | +1,119.9% | +1,102.3% |
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 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