+357.4%
SOXL vs HL
+134.7%
+222.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.5% | +12.4% | +11.7% |
| 7D | +5.3% | +1.5% | +3.9% | +3.5% |
| 30D | -11.2% | +25.1% | -36.3% | -27.0% |
| 3M | -55.4% | +22.9% | -78.3% | -61.1% |
| 6M | +107.1% | -4.9% | +112.0% | +108.5% |
| YTD | +179.0% | +7.8% | +171.2% | +156.0% |
| 1Y | +357.4% | +133.9% | +223.5% | +229.3% |
| All | +357.4% | +134.7% | +222.7% | +229.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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