+20,174.1%
SOXL vs HUBB
+1,228.5%
+18,945.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.5% | +1.7% |
| 7D | +3.9% | -0.1% | +3.9% | +4.0% |
| 30D | -14.3% | -10.0% | -4.4% | +6.5% |
| 3M | -45.6% | -1.6% | -44.0% | -38.2% |
| 6M | +117.2% | -3.1% | +120.3% | +163.3% |
| YTD | +189.8% | +4.6% | +185.3% | +215.6% |
| 1Y | +317.7% | +3.3% | +314.4% | +380.7% |
| 3Y | +478.6% | +46.6% | +432.0% | +347.7% |
| 5Y | +169.5% | +158.7% | +10.8% | -19.5% |
| 10Y | +5,222.1% | +443.5% | +4,778.6% | +415.1% |
| All | +20,174.1% | +1,228.5% | +18,945.7% | +237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling