+226.1%
SPXL vs OVV
+58.8%
+167.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | +7.4% | +8.0% | -0.6% | +4.4% |
| 30D | -7.8% | -2.0% | -5.8% | -7.6% |
| 3M | -11.9% | +5.4% | -17.4% | -14.7% |
| 6M | -1.7% | +14.3% | -16.0% | -9.3% |
| YTD | +20.8% | +69.4% | -48.6% | -13.5% |
| 1Y | +25.0% | +72.4% | -47.4% | -12.1% |
| 3Y | +226.1% | +58.4% | +167.7% | +129.9% |
| All | +226.1% | +58.8% | +167.4% | +129.9% |
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