+317.7%
SOXL vs HCA
+8.6%
+309.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.9% | +6.1% |
| 7D | +3.9% | +5.4% | -1.5% | +7.4% |
| 30D | -14.3% | +3.0% | -17.3% | -12.4% |
| 3M | -45.6% | +13.0% | -58.6% | -39.9% |
| 6M | +117.2% | -20.3% | +137.4% | +155.8% |
| YTD | +189.8% | -8.2% | +198.1% | +241.4% |
| 1Y | +317.7% | +6.7% | +311.0% | +462.9% |
| All | +317.7% | +8.6% | +309.1% | +462.9% |
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