+65.0%
FDX vs OVV
+75.2%
-10.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.6% | +9.2% | +3.2% |
| 7D | +8.1% | -12.1% | +20.3% | +7.3% |
| 30D | +13.9% | +2.9% | +11.1% | +13.8% |
| 3M | +5.5% | +3.7% | +1.9% | +5.6% |
| 6M | +15.1% | +0.6% | +14.5% | +14.8% |
| YTD | +43.2% | +62.5% | -19.3% | +38.6% |
| 1Y | +65.0% | +72.0% | -7.0% | +59.2% |
| All | +65.0% | +75.2% | -10.1% | +59.2% |
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