-17.3%
OVV vs LDOS
+494.7%
-512.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.0% |
| 7D | +0.3% | -5.4% | +5.7% | +2.9% |
| 30D | +11.7% | +4.9% | +6.8% | +8.9% |
| 3M | +9.8% | +7.2% | +2.6% | +4.8% |
| 6M | +26.6% | -24.2% | +50.8% | +42.5% |
| YTD | +67.0% | -25.8% | +92.8% | +87.5% |
| 1Y | +55.9% | -24.7% | +80.6% | +73.2% |
| 3Y | +45.5% | +39.3% | +6.2% | +11.3% |
| 5Y | +157.3% | +43.3% | +114.0% | +93.4% |
| 10Y | +65.0% | +278.6% | -213.6% | -14.2% |
| All | -17.3% | +494.7% | -512.1% | -68.1% |
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 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