+835.2%
FDX vs OVV
+148.3%
+686.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -1.0% | -3.3% |
| 7D | +2.9% | -14.9% | +17.8% | +6.1% |
| 30D | +9.6% | -0.9% | +10.5% | +9.5% |
| 3M | +2.4% | +5.6% | -3.2% | +0.8% |
| 6M | +9.2% | -2.5% | +11.7% | +8.8% |
| YTD | +37.7% | +57.8% | -20.1% | +23.7% |
| 1Y | +56.1% | +70.1% | -14.0% | +37.9% |
| 3Y | +68.9% | +35.1% | +33.8% | +53.3% |
| 5Y | +79.0% | +86.1% | -7.1% | +45.4% |
| 10Y | +163.9% | +55.5% | +108.4% | +70.6% |
| All | +835.2% | +148.3% | +686.9% | +399.6% |
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