+9,612.4%
SOXL vs OVV
-42.3%
+9,654.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.8% | -11.8% | -11.4% |
| 7D | +26.9% | +8.0% | +18.8% | +21.7% |
| 30D | -47.2% | -2.0% | -45.2% | -46.4% |
| 3M | -59.9% | +5.4% | -65.3% | -61.5% |
| 6M | -68.3% | +14.3% | -82.6% | -71.7% |
| YTD | +38.8% | +69.4% | -30.6% | -4.4% |
| 1Y | +48.8% | +72.4% | -23.6% | +1.0% |
| 3Y | +196.5% | +58.4% | +138.1% | +124.5% |
| 5Y | -5.0% | +106.1% | -111.2% | -37.5% |
| 10Y | +1,914.5% | +59.6% | +1,854.9% | +789.1% |
| All | +9,612.4% | -42.3% | +9,654.7% | +12,312.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling