+136.1%
SOXL vs GEHC
-11.1%
+147.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +1.0% |
| 7D | +18.4% | -7.6% | +26.0% | +14.4% |
| 30D | -3.2% | -10.7% | +7.5% | -7.6% |
| 3M | -37.6% | -1.2% | -36.4% | -34.3% |
| 6M | +136.1% | -13.7% | +149.8% | +205.8% |
| All | +136.1% | -11.1% | +147.1% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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