+10,896.4%
SOXL vs OVV
-44.0%
+10,940.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +3.0% | +14.7% | +16.1% |
| 7D | -1.0% | +1.2% | -2.2% | -0.6% |
| 30D | -48.6% | -2.5% | -46.0% | -47.5% |
| 3M | -50.3% | +0.5% | -50.8% | -51.1% |
| 6M | -65.3% | +8.5% | -73.8% | -68.0% |
| YTD | +57.2% | +64.5% | -7.2% | +10.2% |
| 1Y | +58.0% | +64.7% | -6.6% | +9.9% |
| 3Y | +226.2% | +54.1% | +172.1% | +151.0% |
| 5Y | +10.5% | +95.4% | -84.9% | -25.1% |
| 10Y | +2,180.9% | +54.9% | +2,125.9% | +924.4% |
| All | +10,896.4% | -44.0% | +10,940.4% | +14,200.2% |
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