+357.4%
SOXL vs HCA
-0.5%
+357.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.9% | +9.2% |
| 7D | +5.3% | -3.1% | +8.4% | +3.3% |
| 30D | -11.2% | -1.1% | -10.1% | -11.6% |
| 3M | -55.4% | +12.2% | -67.5% | -52.0% |
| 6M | +107.1% | -25.3% | +132.5% | +132.5% |
| YTD | +179.0% | -12.9% | +192.0% | +215.8% |
| 1Y | +357.4% | -0.9% | +358.3% | +448.5% |
| All | +357.4% | -0.5% | +357.9% | +448.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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