+1,479.7%
CRWD vs OVV
+210.2%
+1,269.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.6% | +1.0% |
| 7D | -5.0% | +1.2% | -6.2% | -5.1% |
| 30D | -12.9% | -2.5% | -10.4% | -12.6% |
| 3M | +3.2% | +0.5% | +2.7% | +3.0% |
| 6M | +69.0% | +8.5% | +60.5% | +66.4% |
| YTD | +95.5% | +64.5% | +31.0% | +80.5% |
| 1Y | +64.6% | +64.7% | -0.1% | +51.7% |
| 3Y | +366.7% | +54.1% | +312.6% | +329.0% |
| 5Y | +226.2% | +95.4% | +130.7% | +189.2% |
| All | +1,479.7% | +210.2% | +1,269.5% | +1,225.7% |
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