+357.4%
SOXL vs ROIV
+177.7%
+179.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.5% | +8.4% | +8.6% |
| 7D | +5.3% | +0.6% | +4.7% | +4.9% |
| 30D | -11.2% | +1.0% | -12.2% | -11.9% |
| 3M | -55.4% | +18.3% | -73.6% | -59.0% |
| 6M | +107.1% | +18.3% | +88.8% | +88.1% |
| YTD | +179.0% | +61.0% | +118.1% | +114.6% |
| 1Y | +357.4% | +177.9% | +179.5% | +222.5% |
| All | +357.4% | +177.7% | +179.7% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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