+72.0%
OVV vs SOXQ
+45.5%
+26.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -5.9% |
| 7D | -12.1% | -12.1% | 0.0% | -13.3% |
| 30D | +2.9% | -22.0% | +24.9% | +0.2% |
| 3M | +3.7% | -15.6% | +19.3% | +2.0% |
| 6M | +0.6% | -2.4% | +3.0% | +2.7% |
| YTD | +62.5% | +45.4% | +17.1% | +71.6% |
| 1Y | +72.0% | +47.7% | +24.3% | +83.0% |
| All | +72.0% | +45.5% | +26.6% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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