-68.3%
SOXL vs IBB
+23.6%
-91.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.4% | -10.6% | -10.2% |
| 7D | +26.9% | -0.5% | +27.4% | +29.0% |
| 30D | -47.2% | +4.6% | -51.8% | -45.0% |
| 3M | -59.9% | +6.8% | -66.7% | -60.4% |
| 6M | -68.3% | +23.1% | -91.4% | -77.6% |
| All | -68.3% | +23.6% | -91.9% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 6mo: compounded portfolio wealth divided by compounded IBB 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…
6mo analysis · Full analysis span regression · 6 months rolling