+184.8%
SOXL vs HST
+75.9%
+108.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.4% |
| 7D | +18.4% | -0.3% | +18.7% | +19.1% |
| 30D | -3.2% | -2.8% | -0.4% | +1.1% |
| 3M | -37.6% | -6.5% | -31.1% | -31.8% |
| 6M | +136.1% | +20.7% | +115.4% | +65.1% |
| YTD | +199.5% | +30.5% | +169.0% | +81.5% |
| 1Y | +363.2% | +36.8% | +326.5% | +149.2% |
| 3Y | +496.5% | +65.9% | +430.6% | +158.5% |
| 5Y | +184.8% | +73.9% | +110.9% | +49.4% |
| All | +184.8% | +75.9% | +108.9% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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