+55.9%
SOXL vs IBKR
+10.3%
+45.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.5% | -9.3% | -9.8% |
| 7D | -37.9% | -6.8% | -31.1% | -27.1% |
| 30D | -59.4% | -12.5% | -46.9% | -45.3% |
| 3M | -52.3% | -12.0% | -40.3% | -37.7% |
| 6M | -47.7% | -4.5% | -43.2% | -36.0% |
| YTD | +58.8% | +21.5% | +37.3% | +22.6% |
| 1Y | +55.9% | +10.6% | +45.3% | +50.4% |
| All | +55.9% | +10.3% | +45.6% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 1y: compounded portfolio wealth divided by compounded IBKR 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…
1y analysis · Full analysis span regression · 6 months rolling