+137.3%
OVV vs SOXQ
+231.9%
-94.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.2% | +1.8% |
| 7D | +8.0% | +8.2% | -0.1% | +5.3% |
| 30D | -2.0% | -13.2% | +11.1% | +1.7% |
| 3M | +5.4% | -18.5% | +24.0% | +11.0% |
| 6M | +14.3% | -15.4% | +29.7% | +15.3% |
| YTD | +69.4% | +43.6% | +25.9% | +34.2% |
| 1Y | +72.4% | +49.2% | +23.1% | +33.7% |
| 3Y | +58.4% | +190.2% | -131.8% | -16.1% |
| 5Y | +106.1% | +178.2% | -72.1% | +3.9% |
| All | +137.3% | +231.9% | -94.6% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling