+20,848.2%
SOXL vs IBN
+363.2%
+20,485.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +3.9% |
| 7D | +18.4% | -5.1% | +23.5% | +24.6% |
| 30D | -3.2% | -3.5% | +0.3% | -0.1% |
| 3M | -37.6% | +11.3% | -48.9% | -44.9% |
| 6M | +136.1% | +4.4% | +131.6% | +125.4% |
| YTD | +199.5% | -1.8% | +201.3% | +206.2% |
| 1Y | +363.2% | -8.0% | +371.2% | +396.9% |
| 3Y | +496.5% | +27.1% | +469.4% | +359.1% |
| 5Y | +184.8% | +54.5% | +130.3% | +107.4% |
| 10Y | +5,399.0% | +314.2% | +5,084.8% | +1,509.1% |
| All | +20,848.2% | +363.2% | +20,485.0% | +4,349.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling