+156.1%
SOXL vs HDB
-38.6%
+194.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.1% | -6.9% | -6.8% |
| 7D | +8.5% | -6.2% | +14.6% | +16.1% |
| 30D | -13.0% | -6.2% | -6.7% | -7.7% |
| 3M | -35.9% | -5.9% | -30.1% | -34.7% |
| 6M | +112.1% | -25.9% | +138.0% | +189.9% |
| YTD | +175.4% | -40.2% | +215.7% | +383.4% |
| 1Y | +304.9% | -38.0% | +342.9% | +566.5% |
| 3Y | +448.6% | -30.5% | +479.1% | +619.8% |
| 5Y | +156.1% | -38.1% | +194.2% | +320.7% |
| All | +156.1% | -38.6% | +194.7% | +320.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling