-91.6%
SOXS vs OVV
+75.2%
-166.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.6% | +14.4% | +11.4% |
| 7D | +46.7% | -12.1% | +58.8% | +55.3% |
| 30D | +97.0% | +2.9% | +94.1% | +91.2% |
| 3M | +39.5% | +3.7% | +35.9% | +35.4% |
| 6M | -54.9% | +0.6% | -55.6% | -55.6% |
| YTD | -90.4% | +62.5% | -152.8% | -91.0% |
| 1Y | -91.6% | +72.0% | -163.7% | -92.4% |
| All | -91.6% | +75.2% | -166.8% | -92.4% |
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 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