-11.7%
OVV vs SPXS
-100.0%
+88.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +2.3% |
| 7D | -7.3% | +0.4% | -7.7% | -6.8% |
| 30D | -3.6% | +10.8% | -14.4% | +1.5% |
| 3M | -2.6% | +9.6% | -12.3% | +2.0% |
| 6M | +7.6% | -4.7% | +12.3% | +5.6% |
| YTD | +59.6% | -24.6% | +84.2% | +40.4% |
| 1Y | +62.2% | -24.6% | +86.8% | +43.0% |
| 3Y | +49.6% | -79.8% | +129.4% | -19.7% |
| 5Y | +98.9% | -83.3% | +182.3% | +22.1% |
| 10Y | +45.1% | -99.5% | +144.6% | -62.3% |
| All | -11.7% | -100.0% | +88.3% | -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