-62.0%
SOXL vs OVV
+9.4%
-71.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | +0.1% |
| 7D | +60.3% | +6.5% | +53.8% | +64.4% |
| 30D | -48.6% | -2.7% | -46.0% | -49.7% |
| 3M | -53.9% | +3.1% | -57.0% | -51.5% |
| 6M | -62.0% | +12.8% | -74.8% | -55.5% |
| All | -62.0% | +9.4% | -71.4% | -55.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling