-99.7%
SOXS vs OVV
+58.8%
-158.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.8% | +10.3% | +11.6% |
| 7D | -28.4% | +8.0% | -36.5% | -24.0% |
| 30D | +19.4% | -2.0% | +21.5% | +19.4% |
| 3M | +28.2% | +5.4% | +22.7% | +33.3% |
| 6M | -37.7% | +14.3% | -52.0% | -32.4% |
| YTD | -91.6% | +69.4% | -161.1% | -86.3% |
| 1Y | -93.1% | +72.4% | -165.4% | -88.4% |
| 3Y | -99.7% | +58.4% | -158.1% | -99.3% |
| All | -99.7% | +58.8% | -158.5% | -99.3% |
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