+55.9%
SOXL vs HPE
+113.0%
-57.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.7% | -3.1% | -1.6% |
| 7D | -37.9% | -17.0% | -20.9% | -19.3% |
| 30D | -59.4% | -26.7% | -32.7% | -37.6% |
| 3M | -52.3% | -4.1% | -48.2% | -48.5% |
| 6M | -47.7% | +75.4% | -123.1% | -69.5% |
| YTD | +58.8% | +111.0% | -52.3% | -21.7% |
| 1Y | +55.9% | +116.4% | -60.5% | -24.2% |
| All | +55.9% | +113.0% | -57.2% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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