+19,165.6%
SOXL vs HSY
+525.3%
+18,640.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.2% | -9.3% | -8.9% |
| 7D | +8.5% | -0.4% | +8.9% | +8.6% |
| 30D | -13.0% | -3.4% | -9.5% | -11.5% |
| 3M | -35.9% | -0.5% | -35.4% | -39.6% |
| 6M | +112.1% | -19.1% | +131.2% | +131.5% |
| YTD | +175.4% | -2.1% | +177.5% | +150.5% |
| 1Y | +304.9% | -3.2% | +308.1% | +264.8% |
| 3Y | +448.6% | -8.8% | +457.4% | +353.5% |
| 5Y | +156.1% | +13.0% | +143.1% | +52.3% |
| 10Y | +4,957.3% | +130.9% | +4,826.4% | +1,336.9% |
| All | +19,165.6% | +525.3% | +18,640.3% | +921.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling