+72.0%
OVV vs LDOS
-27.6%
+99.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.7% |
| 7D | -12.1% | -2.8% | -9.3% | -11.8% |
| 30D | +2.9% | +13.6% | -10.7% | +1.4% |
| 3M | +3.7% | +4.2% | -0.5% | +3.0% |
| 6M | +0.6% | -8.2% | +8.8% | +2.8% |
| YTD | +62.5% | -24.1% | +86.5% | +64.8% |
| 1Y | +72.0% | -31.2% | +103.2% | +86.7% |
| All | +72.0% | -27.6% | +99.6% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 1y: compounded portfolio wealth divided by compounded LDOS 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…
1y analysis · Full analysis span regression · 6 months rolling