+4,921.3%
SOXL vs HDB
+42.1%
+4,879.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.9% | -1.6% | -2.4% |
| 7D | +3.9% | +0.7% | +3.2% | +2.7% |
| 30D | -14.3% | +1.0% | -15.3% | -16.5% |
| 3M | -45.6% | -2.0% | -43.6% | -47.0% |
| 6M | +117.2% | -18.1% | +135.3% | +164.2% |
| YTD | +189.8% | -36.1% | +226.0% | +364.5% |
| 1Y | +317.7% | -34.0% | +351.8% | +534.9% |
| 3Y | +478.6% | -26.7% | +505.3% | +631.9% |
| 5Y | +169.5% | -33.9% | +203.4% | +321.8% |
| All | +4,921.3% | +42.1% | +4,879.2% | +4,404.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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