+59.3%
OVV vs ZCMD
-99.9%
+159.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.0% | -3.6% | +0.4% |
| 7D | -3.8% | -4.1% | +0.3% | -3.8% |
| 30D | +1.3% | -22.7% | +24.0% | +1.4% |
| 3M | +14.3% | -62.5% | +76.8% | +13.6% |
| 6M | +21.1% | -99.5% | +120.6% | +24.3% |
| YTD | +66.0% | -99.7% | +165.8% | +72.4% |
| 1Y | +59.3% | -99.9% | +159.2% | +68.3% |
| All | +59.3% | -99.9% | +159.2% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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