+4,921.3%
SOXL vs HRB
+209.1%
+4,712.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +5.0% |
| 7D | +3.9% | -8.0% | +11.9% | +8.0% |
| 30D | -14.3% | -16.0% | +1.7% | -7.6% |
| 3M | -45.6% | +26.9% | -72.5% | -56.0% |
| 6M | +117.2% | +51.1% | +66.1% | +44.1% |
| YTD | +189.8% | +7.1% | +182.8% | +138.7% |
| 1Y | +317.7% | -9.6% | +327.4% | +279.4% |
| 3Y | +478.6% | +25.4% | +453.2% | +278.0% |
| 5Y | +169.5% | +114.9% | +54.6% | +17.3% |
| All | +4,921.3% | +209.1% | +4,712.1% | +1,627.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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