-91.6%
SOXS vs IVV
+14.7%
-106.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.1% | +21.6% |
| 7D | +46.7% | -0.7% | +47.4% | +40.1% |
| 30D | +97.0% | -1.0% | +98.0% | +90.6% |
| 3M | +39.5% | -0.3% | +39.9% | +47.0% |
| 6M | -54.9% | +7.4% | -62.3% | +9.0% |
| YTD | -90.4% | +13.4% | -103.8% | -61.3% |
| 1Y | -91.6% | +14.8% | -106.4% | -60.8% |
| All | -91.6% | +14.7% | -106.3% | -60.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling