+101.0%
SPXL vs OVV
+107.0%
-6.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.6% |
| 7D | +7.4% | +8.0% | -0.6% | +3.8% |
| 30D | -7.8% | -2.0% | -5.8% | -7.5% |
| 3M | -11.9% | +5.4% | -17.4% | -15.0% |
| 6M | -1.7% | +14.3% | -16.0% | -10.1% |
| YTD | +20.8% | +69.4% | -48.6% | -12.2% |
| 1Y | +25.0% | +72.4% | -47.4% | -10.5% |
| 3Y | +226.1% | +58.4% | +167.7% | +136.1% |
| All | +101.0% | +107.0% | -6.0% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling