+54.8%
OVV vs SPXS
-99.5%
+154.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.7% |
| 7D | +6.5% | -9.5% | +16.0% | +1.6% |
| 30D | -2.7% | +7.4% | -10.0% | +1.2% |
| 3M | +3.1% | +6.1% | -3.0% | +6.6% |
| 6M | +12.8% | -7.3% | +20.1% | +9.1% |
| YTD | +68.1% | -26.7% | +94.9% | +44.7% |
| 1Y | +73.6% | -26.2% | +99.8% | +50.3% |
| 3Y | +57.6% | -80.3% | +137.9% | -21.3% |
| 5Y | +104.5% | -83.4% | +188.0% | +20.0% |
| All | +54.8% | -99.5% | +154.3% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling