+304.9%
SOXL vs ROIV
+203.5%
+101.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.1% | -6.0% | -6.4% |
| 7D | +8.5% | +19.0% | -10.5% | -6.7% |
| 30D | -13.0% | +16.1% | -29.1% | -23.7% |
| 3M | -35.9% | +44.1% | -80.0% | -50.6% |
| 6M | +112.1% | +37.8% | +74.2% | +67.6% |
| YTD | +175.4% | +88.7% | +86.8% | +83.9% |
| 1Y | +304.9% | +197.3% | +107.6% | +144.1% |
| All | +304.9% | +203.5% | +101.4% | +144.1% |
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