-7.6%
OVV vs SPXS
-100.0%
+92.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.1% |
| 7D | +0.3% | -0.1% | +0.3% | +0.2% |
| 30D | +11.7% | +0.8% | +10.9% | +12.1% |
| 3M | +9.8% | -4.7% | +14.5% | +7.5% |
| 6M | +26.6% | -29.6% | +56.2% | +6.9% |
| YTD | +67.0% | -29.8% | +96.8% | +41.5% |
| 1Y | +55.9% | -38.9% | +94.9% | +24.4% |
| 3Y | +45.5% | -79.6% | +125.1% | -21.2% |
| 5Y | +157.3% | -85.9% | +243.3% | +46.0% |
| 10Y | +65.0% | -99.5% | +164.5% | -58.6% |
| All | -7.6% | -100.0% | +92.4% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling