Out of the Money Covered Call Calculator

Calculate returns and upside potential for OTM covered calls that balance premium income with stock appreciation.

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Written by Michael Torres, CFA
Senior Financial Analyst
JW
Fact-checked by Dr. James Wilson, PhD
Options Strategy Researcher
Advanced Covered CallsFact-Checked

Input Values

$

Current market price of the underlying stock.

$

Your cost basis per share.

$

The out-of-the-money strike price (above current stock price).

$

Premium for the OTM call option.

Calendar days until option expiration.

Number of option contracts.

Results

Maximum Profit (if called)
$1,380.00
Maximum Return (%)
14.08%
Static Return (premium only)
1.84%
Breakeven Price$96.20
Upside to Strike0.00%
Annualized If-Called Return0.00%
Results update automatically as you change input values.

What Is an Out-of-the-Money Covered Call?

An out-of-the-money (OTM) covered call involves selling a call option with a strike price above the current stock price. This is the most popular form of covered call writing because it allows you to participate in some stock price appreciation while collecting premium income. The option has no intrinsic value and consists entirely of extrinsic (time) value, so the entire premium represents potential income if the option expires worthless.

OTM covered calls are suitable for investors with a moderately bullish outlook who want to generate income without immediately capping their upside. The further out of the money you go, the less premium you receive but the more upside you retain. Finding the right balance between premium income and upside potential is the key skill in OTM covered call writing. Most professional covered call writers use deltas between 0.15 and 0.35 for their OTM strikes.

i
OTM Advantage

OTM covered calls let you profit three ways: premium income if the stock stays flat, premium plus capital gains if it rises to the strike, and premium cushion if it drops slightly. Only a significant drop results in a net loss.

Calculating OTM Covered Call Returns

Maximum Profit (If Called Away)
Max Profit = (Strike - Purchase Price + Premium) × 100 × Contracts
Where:
Strike = The OTM strike price
Purchase Price = Your cost basis per share
Premium = Premium received per share
Static Return (Premium Only)
Static Return = (Premium / Purchase Price) × 100%
Where:
Premium = Premium received per share
Purchase Price = Your cost basis per share
OTM Covered Call Example
Given
Stock Price
$100
Purchase Price
$98
Strike
$110
Premium
$1.80
Days
30
Calculation Steps
  1. 1Premium is 100% extrinsic value (no intrinsic value for OTM)
  2. 2Static return = $1.80 / $98 = 1.84% (in 30 days)
  3. 3Max profit if called = ($110 - $98 + $1.80) × 100 = $1,380
  4. 4Max return if called = $1,380 / $9,800 = 14.08%
  5. 5Breakeven = $98 - $1.80 = $96.20
  6. 6Upside to strike = ($110 - $100) / $100 = 10%
  7. 7Annualized if-called return = 14.08% × (365/30) = 171.3%
Result
The OTM covered call earns 1.84% in 30 days just from premium. If the stock rises to $110 or above, total return is 14.08%. Breakeven is $96.20, giving $3.80 of downside protection.

Choosing the Right OTM Strike Distance

OTM Strike Distance Guide
Distance OTMTypical DeltaPremium LevelAssignment ProbabilityBest For
1-3%0.40-0.45High~40-45%Income focus, less bullish
3-5%0.30-0.35Moderate~30-35%Balanced income and growth
5-8%0.20-0.25Low-Moderate~20-25%Growth focus, some income
8-12%0.10-0.15Low~10-15%Maximum upside, minimal income
12%+0.05-0.10Very Low<10%Deep OTM hedge, almost no income

OTM Covered Call Strategies by Market Outlook

Matching Strike to Outlook

1
Moderately Bullish: 3-5% OTM
If you expect the stock to rise 3-5% over the option period, sell a call at that target. You capture both the premium and the full capital gain up to the strike. This is the most common OTM distance.
2
Strongly Bullish: 8-12% OTM
If you expect a strong rally, go further OTM. The premium is smaller but you retain most of the upside. This is useful around earnings or catalysts where you want upside participation.
3
Neutral: 1-3% OTM (Near ATM)
If you expect the stock to trade sideways, sell close to the money for maximum premium. You accept that a small move up may result in assignment, but you maximize income in the most likely scenario.
4
Income Priority: Use Multiple Cycles
If your goal is consistent income, use 3-5% OTM calls with 30-day expirations. Over 12 months, you might collect 12 separate premiums of 1-2% each, totaling 12-24% annualized income.
5
Combine with Technical Levels
Place your OTM strike at a resistance level where the stock is likely to stall. This increases the probability that the option expires worthless while giving the stock room to appreciate to that level.

Risks of OTM Covered Calls

  • Limited downside protection: the smaller premium provides less cushion if the stock drops
  • Lower income: OTM premiums are smaller than ATM or ITM premiums
  • Opportunity cost if stock rallies well past the strike
  • The premium may not justify the risk of capping upside in strong bull markets
  • Repeated OTM calls in a flat market may accumulate only modest income
  • Transaction costs can eat into small OTM premiums if not using a commission-free broker
~
Pro Tip: The Sweet Spot

Most professional covered call writers find the best risk-reward at 3-5% OTM with 30-45 days to expiration. This zone typically provides the highest annualized return per unit of risk, balancing premium income with upside participation and manageable assignment probability.

Frequently Asked Questions

An out-of-the-money (OTM) covered call is when you sell a call option with a strike price above the current stock price while owning the underlying shares. For example, if the stock is at $100 and you sell a $110 call, you have an OTM covered call. The premium is lower than ITM or ATM calls but consists entirely of time value (your actual income). You retain upside potential up to the strike price.

Sources & References

  • U.S. Securities and Exchange Commission (SEC) - Investor Education
  • Options Clearing Corporation (OCC) - Options Education
  • Chicago Board Options Exchange (CBOE) - Options Strategies
  • Hull, J.C. "Options, Futures, and Other Derivatives" (11th Edition, 2021)

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