+63.9%
CSCO vs OVV
+61.5%
+2.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.7% |
| 7D | -0.7% | +0.3% | -0.9% | -0.7% |
| 30D | -10.1% | +11.7% | -21.9% | -11.2% |
| 3M | -15.7% | +9.8% | -25.5% | -16.6% |
| 6M | +36.3% | +26.6% | +9.7% | +32.6% |
| YTD | +43.8% | +67.0% | -23.2% | +37.9% |
| 1Y | +63.9% | +55.9% | +8.0% | +59.1% |
| All | +63.9% | +61.5% | +2.4% | +59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling