+162.3%
SOXL vs HSY
+12.0%
+150.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +5.1% |
| 7D | +3.9% | +0.1% | +3.8% | +3.9% |
| 30D | -14.3% | -5.2% | -9.1% | -15.3% |
| 3M | -45.6% | -3.4% | -42.2% | -45.2% |
| 6M | +117.2% | -19.2% | +136.4% | +118.9% |
| YTD | +189.8% | -2.6% | +192.5% | +192.3% |
| 1Y | +317.7% | -3.8% | +321.5% | +321.7% |
| 3Y | +478.6% | -10.6% | +489.3% | +495.1% |
| All | +162.3% | +12.0% | +150.3% | +156.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling