-68.3%
SOXL vs ALHC
-60.0%
-8.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.9% | -9.1% | -10.9% |
| 7D | +26.9% | +0.3% | +26.6% | +26.9% |
| 30D | -47.2% | -10.6% | -36.7% | -47.1% |
| 3M | -59.9% | -45.3% | -14.5% | -61.2% |
| 6M | -68.3% | -59.7% | -8.6% | -67.9% |
| All | -68.3% | -60.0% | -8.3% | -67.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling