+317.7%
SOXL vs HL
+82.6%
+235.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.2% | +6.4% | +6.2% |
| 7D | +3.9% | -4.4% | +8.2% | +7.6% |
| 30D | -14.3% | +9.3% | -23.6% | -21.6% |
| 3M | -45.6% | +32.0% | -77.6% | -56.3% |
| 6M | +117.2% | -6.4% | +123.6% | +123.0% |
| YTD | +189.8% | +3.1% | +186.7% | +173.4% |
| 1Y | +317.7% | +77.6% | +240.2% | +180.8% |
| All | +317.7% | +82.6% | +235.1% | +180.8% |
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