+182.7%
SOXL vs IVV
+82.2%
+100.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +8.4% |
| 7D | +16.4% | +0.5% | +15.9% | +12.6% |
| 30D | -12.1% | -1.0% | -11.1% | -7.4% |
| 3M | -41.7% | +3.9% | -45.6% | -46.4% |
| 6M | +157.4% | +14.5% | +142.9% | +63.6% |
| YTD | +193.3% | +12.9% | +180.4% | +109.3% |
| 1Y | +355.3% | +19.4% | +336.0% | +168.9% |
| 3Y | +484.2% | +78.8% | +405.4% | -9.5% |
| 5Y | +182.7% | +82.2% | +100.5% | -13.5% |
| All | +182.7% | +82.2% | +100.4% | -13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling