+62.2%
OVV vs LDOS
-29.6%
+91.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.7% |
| 7D | -7.3% | +1.9% | -9.1% | -7.4% |
| 30D | -3.6% | +12.8% | -16.4% | -4.7% |
| 3M | -2.6% | -1.0% | -1.6% | -2.8% |
| 6M | +7.6% | +6.2% | +1.4% | +7.7% |
| YTD | +59.6% | -23.2% | +82.8% | +61.3% |
| 1Y | +62.2% | -29.5% | +91.7% | +70.1% |
| All | +62.2% | -29.6% | +91.9% | +70.1% |
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