-100.0%
SOXS vs OVV
+47.2%
-147.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -5.6% |
| 7D | -15.6% | -3.7% | -11.9% | -17.8% |
| 30D | +4.8% | +8.0% | -3.2% | +9.8% |
| 3M | -21.6% | +11.3% | -32.9% | -17.6% |
| 6M | -99.3% | +24.0% | -123.3% | -99.6% |
| YTD | -99.5% | +65.3% | -164.8% | -99.6% |
| 1Y | -99.8% | +60.2% | -159.9% | -99.8% |
| 3Y | -100.0% | +46.9% | -146.9% | -100.0% |
| All | -100.0% | +47.2% | -147.2% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling