+4,671.5%
SOXL vs OVV
+57.3%
+4,614.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.5% | -7.7% |
| 7D | +8.5% | -2.9% | +11.3% | +10.1% |
| 30D | -13.0% | +0.9% | -13.8% | -13.7% |
| 3M | -35.9% | +11.0% | -47.0% | -41.1% |
| 6M | +112.1% | +22.3% | +89.8% | +80.9% |
| YTD | +175.4% | +65.1% | +110.4% | +97.1% |
| 1Y | +304.9% | +53.1% | +251.7% | +200.5% |
| 3Y | +448.6% | +46.7% | +401.9% | +337.8% |
| 5Y | +156.1% | +155.5% | +0.6% | +59.5% |
| All | +4,671.5% | +57.3% | +4,614.2% | +2,024.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling