+162.3%
SOXL vs HOOD
+173.1%
-10.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.9% | +5.8% |
| 7D | +3.9% | -7.8% | +11.7% | +10.5% |
| 30D | -14.3% | +18.6% | -32.9% | -28.0% |
| 3M | -45.6% | +22.1% | -67.7% | -55.7% |
| 6M | +117.2% | +43.1% | +74.1% | +51.9% |
| YTD | +189.8% | -0.5% | +190.3% | +165.3% |
| 1Y | +317.7% | -4.4% | +322.1% | +299.1% |
| 3Y | +478.6% | +938.5% | -459.8% | -25.5% |
| All | +162.3% | +173.1% | -10.8% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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