+55.9%
SOXL vs ALHC
-51.4%
+107.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.1% | -19.0% | -9.5% |
| 7D | -37.9% | -0.5% | -37.4% | -37.8% |
| 30D | -59.4% | -4.2% | -55.2% | -59.3% |
| 3M | -52.3% | -39.8% | -12.5% | -51.3% |
| 6M | -47.7% | -57.7% | +10.0% | -43.3% |
| YTD | +58.8% | -58.8% | +117.5% | +61.0% |
| 1Y | +55.9% | -52.4% | +108.3% | +35.0% |
| All | +55.9% | -51.4% | +107.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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