+1,369.7%
CRWD vs OVV
+215.1%
+1,154.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.6% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +1.5% | +11.7% | -10.2% | -0.1% |
| 3M | +18.5% | +9.8% | +8.7% | +16.7% |
| 6M | +109.1% | +26.6% | +82.5% | +101.1% |
| YTD | +81.8% | +67.0% | +14.8% | +67.7% |
| 1Y | +106.7% | +55.9% | +50.7% | +92.0% |
| 3Y | +428.7% | +45.5% | +383.2% | +389.1% |
| 5Y | +206.4% | +157.3% | +49.0% | +164.6% |
| All | +1,369.7% | +215.1% | +1,154.6% | +1,131.9% |
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