+20,848.2%
SOXL vs HRB
+406.3%
+20,441.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +3.2% |
| 7D | +18.4% | -10.6% | +29.0% | +26.3% |
| 30D | -3.2% | -0.8% | -2.4% | -5.0% |
| 3M | -37.6% | +19.1% | -56.6% | -50.2% |
| 6M | +136.1% | +48.7% | +87.4% | +43.9% |
| YTD | +199.5% | +7.1% | +192.4% | +129.3% |
| 1Y | +363.2% | -8.3% | +371.6% | +289.6% |
| 3Y | +496.5% | +25.8% | +470.6% | +254.8% |
| 5Y | +184.8% | +111.1% | +73.7% | +8.4% |
| 10Y | +5,399.0% | +206.6% | +5,192.4% | +1,248.5% |
| All | +20,848.2% | +406.3% | +20,441.8% | +3,352.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling