+340.2%
SOXL vs IVV
+18.0%
+322.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +5.2% |
| 7D | +18.4% | -0.4% | +18.7% | +20.1% |
| 30D | -3.2% | -1.4% | -1.8% | +6.9% |
| 3M | -37.6% | +3.7% | -41.3% | -46.1% |
| 6M | +136.1% | +13.0% | +123.0% | +35.0% |
| YTD | +199.5% | +12.4% | +187.0% | +85.4% |
| All | +340.2% | +18.0% | +322.2% | +116.6% |
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