+162.3%
SOXL vs HUBB
+157.3%
+5.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.5% | +1.3% |
| 7D | +3.9% | -0.1% | +3.9% | +4.0% |
| 30D | -14.3% | -10.0% | -4.4% | +8.7% |
| 3M | -45.6% | -1.6% | -44.0% | -37.7% |
| 6M | +117.2% | -3.1% | +120.3% | +164.5% |
| YTD | +189.8% | +4.6% | +185.3% | +212.9% |
| 1Y | +317.7% | +3.3% | +314.4% | +376.9% |
| 3Y | +478.6% | +46.6% | +432.0% | +317.9% |
| All | +162.3% | +157.3% | +5.0% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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