+48.8%
SOXL vs HD
-3.5%
+52.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.1% | -11.1% | -11.0% |
| 7D | +26.9% | +1.5% | +25.3% | +26.6% |
| 30D | -47.2% | +18.0% | -65.2% | -49.6% |
| 3M | -59.9% | +2.8% | -62.7% | -58.8% |
| 6M | -68.3% | +17.0% | -85.3% | -71.4% |
| YTD | +38.8% | +3.5% | +35.3% | +37.8% |
| 1Y | +48.8% | -2.6% | +51.4% | +51.2% |
| All | +48.8% | -3.5% | +52.3% | +51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling