+55.9%
SOXL vs IVZ
+30.5%
+25.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.2% | -13.0% | -16.2% |
| 7D | -37.9% | +2.6% | -40.5% | -40.2% |
| 30D | -59.4% | -3.5% | -55.9% | -55.9% |
| 3M | -52.3% | -7.4% | -44.9% | -44.1% |
| 6M | -47.7% | +14.7% | -62.4% | -53.3% |
| YTD | +58.8% | +14.6% | +44.1% | +34.6% |
| 1Y | +55.9% | +30.7% | +25.2% | +7.3% |
| All | +55.9% | +30.5% | +25.4% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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