+308.5%
CSCO vs OVV
+58.9%
+249.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.8% | -7.0% | -6.3% |
| 7D | +1.9% | +8.0% | -6.1% | +0.9% |
| 30D | -15.8% | -2.0% | -13.8% | -15.7% |
| 3M | -15.4% | +5.4% | -20.8% | -16.1% |
| 6M | -5.4% | +14.3% | -19.7% | -7.3% |
| YTD | +26.5% | +69.4% | -43.0% | +17.4% |
| 1Y | +25.9% | +72.4% | -46.5% | +16.5% |
| 3Y | +97.5% | +58.4% | +39.2% | +82.1% |
| 5Y | +93.0% | +106.1% | -13.1% | +67.1% |
| All | +308.5% | +58.9% | +249.6% | +205.9% |
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 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