+4,921.3%
SOXL vs IBN
+324.2%
+4,597.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.4% | +3.2% |
| 7D | +3.9% | -3.0% | +6.9% | +7.2% |
| 30D | -14.3% | -1.5% | -12.8% | -13.3% |
| 3M | -45.6% | +7.9% | -53.5% | -50.7% |
| 6M | +117.2% | +8.6% | +108.6% | +98.5% |
| YTD | +189.8% | -0.6% | +190.4% | +192.4% |
| 1Y | +317.7% | -7.3% | +325.1% | +345.8% |
| 3Y | +478.6% | +26.2% | +452.4% | +340.6% |
| 5Y | +169.5% | +57.8% | +111.7% | +86.7% |
| All | +4,921.3% | +324.2% | +4,597.1% | +1,821.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling