+42.5%
OVV vs CDW
+325.6%
-283.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.8% | -4.9% | -3.0% |
| 7D | -10.7% | +9.3% | -20.1% | -16.7% |
| 30D | -5.3% | +15.8% | -21.1% | -15.3% |
| 3M | +2.4% | +21.8% | -19.4% | -13.0% |
| 6M | +5.7% | +58.8% | -53.1% | -27.6% |
| YTD | +56.8% | +22.8% | +34.0% | +23.4% |
| 1Y | +59.3% | +17.9% | +41.4% | +28.6% |
| 3Y | +49.0% | -17.4% | +66.4% | +47.3% |
| 5Y | +88.1% | -5.7% | +93.9% | +58.5% |
| 10Y | +42.5% | +319.5% | -276.9% | -16.7% |
| All | +42.5% | +325.6% | -283.1% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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