+50.0%
SOXL vs IVV
+11.9%
+38.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | +1.7% |
| 7D | +60.3% | +3.3% | +57.0% | +27.3% |
| 30D | -48.6% | -2.7% | -46.0% | -24.1% |
| 3M | -53.9% | -1.7% | -52.2% | -35.6% |
| 6M | -62.0% | +3.2% | -65.1% | -55.0% |
| YTD | +56.0% | +12.0% | +44.0% | +22.8% |
| 1Y | +50.0% | +12.1% | +37.9% | +22.7% |
| All | +50.0% | +11.9% | +38.2% | +22.7% |
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