+70.0%
FDX vs OVV
+84.0%
-14.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | -1.6% | -16.7% | +15.0% | +1.5% |
| 30D | +6.6% | -1.5% | +8.1% | +6.6% |
| 3M | -2.1% | +1.6% | -3.6% | -2.9% |
| 6M | +2.2% | +2.0% | +0.1% | +0.9% |
| YTD | +33.9% | +56.8% | -22.9% | +19.8% |
| 1Y | +50.2% | +64.8% | -14.6% | +32.6% |
| 3Y | +65.5% | +38.3% | +27.3% | +48.1% |
| All | +70.0% | +84.0% | -14.0% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling