+4,921.3%
SOXL vs HON
+136.9%
+4,784.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | +3.9% | -3.5% | +7.3% | +11.7% |
| 30D | -14.3% | -13.8% | -0.6% | +16.6% |
| 3M | -45.6% | -11.7% | -33.9% | -32.1% |
| 6M | +117.2% | -18.7% | +135.9% | +229.7% |
| YTD | +189.8% | +0.2% | +189.6% | +177.4% |
| 1Y | +317.7% | -3.1% | +320.8% | +321.3% |
| 3Y | +478.6% | +17.0% | +461.7% | +309.7% |
| 5Y | +169.5% | +2.0% | +167.5% | +221.2% |
| All | +4,921.3% | +136.9% | +4,784.3% | +2,186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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