+19,418.6%
SOXL vs OVV
-43.1%
+19,461.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.7% | +11.6% | +10.8% |
| 7D | +5.3% | +0.3% | +5.1% | +5.0% |
| 30D | -11.2% | +11.7% | -22.9% | -17.4% |
| 3M | -55.4% | +9.8% | -65.2% | -58.5% |
| 6M | +107.1% | +26.6% | +80.6% | +72.1% |
| YTD | +179.0% | +67.0% | +112.0% | +95.5% |
| 1Y | +357.4% | +55.9% | +301.4% | +231.3% |
| 3Y | +397.5% | +45.5% | +352.0% | +295.1% |
| 5Y | +155.9% | +157.3% | -1.5% | +50.8% |
| 10Y | +4,301.6% | +65.0% | +4,236.6% | +1,783.7% |
| All | +19,418.6% | -43.1% | +19,461.7% | +25,280.7% |
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