+484.2%
SOXL vs ROIV
+253.6%
+230.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +18.8% | -13.6% | -10.4% |
| 7D | +16.4% | +20.2% | -3.8% | -1.7% |
| 30D | -12.1% | +14.1% | -26.3% | -22.5% |
| 3M | -41.7% | +45.6% | -87.3% | -56.9% |
| 6M | +157.4% | +44.1% | +113.3% | +92.2% |
| YTD | +193.3% | +91.2% | +102.1% | +74.7% |
| 1Y | +355.3% | +221.3% | +134.0% | +72.5% |
| 3Y | +484.2% | +229.2% | +254.9% | +85.4% |
| All | +484.2% | +253.6% | +230.5% | +85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling