+55.9%
SOXL vs OVV
+75.2%
-19.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.6% | -3.2% | -11.6% |
| 7D | -37.9% | -12.1% | -25.8% | -42.0% |
| 30D | -59.4% | +2.9% | -62.3% | -58.1% |
| 3M | -52.3% | +3.7% | -56.0% | -50.0% |
| 6M | -47.7% | +0.6% | -48.3% | -44.8% |
| YTD | +58.8% | +62.5% | -3.7% | +79.3% |
| 1Y | +55.9% | +72.0% | -16.1% | +81.1% |
| All | +55.9% | +75.2% | -19.3% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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