+304.9%
SOXL vs OVV
+57.8%
+247.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.5% | -8.2% |
| 7D | +8.5% | -2.9% | +11.3% | +7.7% |
| 30D | -13.0% | +0.9% | -13.8% | -12.7% |
| 3M | -35.9% | +11.0% | -47.0% | -33.7% |
| 6M | +112.1% | +22.3% | +89.8% | +108.6% |
| YTD | +175.4% | +65.1% | +110.4% | +144.2% |
| 1Y | +304.9% | +53.1% | +251.7% | +273.0% |
| All | +304.9% | +57.8% | +247.0% | +273.0% |
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