+55.9%
SOXL vs HSY
+10.7%
+45.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.2% | -13.0% | -2.4% |
| 7D | -37.9% | +6.6% | -44.4% | -29.6% |
| 30D | -59.4% | +8.4% | -67.8% | -51.7% |
| 3M | -52.3% | -1.8% | -50.5% | -49.3% |
| 6M | -47.7% | -2.6% | -45.1% | -41.5% |
| YTD | +58.8% | -2.0% | +60.7% | +98.9% |
| 1Y | +55.9% | +8.3% | +47.6% | +101.3% |
| All | +55.9% | +10.7% | +45.2% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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