+55.9%
SOXL vs IVV
+14.7%
+41.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -21.4% |
| 7D | -37.9% | -0.7% | -37.2% | -33.3% |
| 30D | -59.4% | -1.0% | -58.4% | -53.4% |
| 3M | -52.3% | -0.3% | -52.0% | -47.3% |
| 6M | -47.7% | +7.4% | -55.0% | -57.6% |
| YTD | +58.8% | +13.4% | +45.4% | +0.6% |
| 1Y | +55.9% | +14.8% | +41.1% | -4.7% |
| All | +55.9% | +14.7% | +41.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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