+39.2%
OVV vs CDW
-21.1%
+60.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.1% | +3.3% | -1.3% |
| 7D | -14.9% | -4.1% | -10.8% | -14.2% |
| 30D | -0.9% | +16.7% | -17.7% | -5.7% |
| 3M | +5.6% | +13.6% | -8.0% | +0.6% |
| 6M | -2.5% | +17.0% | -19.5% | -9.2% |
| YTD | +57.8% | +18.1% | +39.7% | +45.4% |
| 1Y | +70.1% | +10.5% | +59.6% | +60.9% |
| All | +39.2% | -21.1% | +60.2% | +32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling