+4,671.5%
SOXL vs HD
+208.4%
+4,463.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.5% | -6.5% | -5.1% |
| 7D | +8.5% | -3.9% | +12.3% | +17.0% |
| 30D | -13.0% | -13.1% | +0.2% | +12.3% |
| 3M | -35.9% | -3.4% | -32.5% | -36.1% |
| 6M | +112.1% | -12.6% | +124.6% | +155.9% |
| YTD | +175.4% | -9.2% | +184.7% | +201.7% |
| 1Y | +304.9% | -23.9% | +328.8% | +507.3% |
| 3Y | +448.6% | +0.4% | +448.1% | +379.6% |
| 5Y | +156.1% | +4.5% | +151.6% | +150.8% |
| All | +4,671.5% | +208.4% | +4,463.1% | +1,267.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling