+449.8%
SOXL vs IVV
+75.9%
+373.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -4.4% |
| 7D | +8.5% | -2.0% | +10.5% | +22.2% |
| 30D | -13.0% | -1.6% | -11.3% | -3.7% |
| 3M | -35.9% | +4.8% | -40.7% | -45.2% |
| 6M | +112.1% | +12.6% | +99.5% | +38.9% |
| YTD | +175.4% | +11.8% | +163.6% | +97.1% |
| 1Y | +304.9% | +17.6% | +287.3% | +140.3% |
| All | +449.8% | +75.9% | +373.9% | -24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling