-19.6%
OVV vs LDOS
+508.5%
-528.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -6.0% |
| 7D | -12.1% | -2.8% | -9.3% | -11.0% |
| 30D | +2.9% | +13.6% | -10.7% | -3.6% |
| 3M | +3.7% | +4.2% | -0.5% | +0.9% |
| 6M | +0.6% | -8.2% | +8.8% | +2.8% |
| YTD | +62.5% | -24.1% | +86.5% | +79.4% |
| 1Y | +72.0% | -31.2% | +103.2% | +99.7% |
| 3Y | +39.1% | +35.0% | +4.1% | +8.0% |
| 5Y | +98.5% | +52.6% | +45.8% | +43.6% |
| 10Y | +60.1% | +261.9% | -201.8% | -15.6% |
| All | -19.6% | +508.5% | -528.1% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling