+106.0%
OVV vs CDW
-4.0%
+110.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.0% |
| 7D | +8.0% | +9.3% | -1.3% | +4.7% |
| 30D | -2.0% | +14.4% | -16.4% | -7.5% |
| 3M | +5.4% | +21.4% | -16.0% | -3.6% |
| 6M | +14.3% | +72.8% | -58.5% | -11.9% |
| YTD | +69.4% | +28.0% | +41.4% | +46.4% |
| 1Y | +72.4% | +19.3% | +53.0% | +54.2% |
| 3Y | +58.4% | -15.3% | +73.7% | +59.5% |
| All | +106.0% | -4.0% | +110.0% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling