+317.7%
SOXL vs JHX
+43.8%
+274.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.2% | +4.3% |
| 7D | +3.9% | -6.3% | +10.2% | +10.3% |
| 30D | -14.3% | -7.7% | -6.6% | -7.6% |
| 3M | -45.6% | +19.2% | -64.8% | -54.8% |
| 6M | +117.2% | +38.3% | +78.9% | +57.1% |
| YTD | +189.8% | +37.2% | +152.6% | +122.6% |
| 1Y | +317.7% | +42.3% | +275.5% | +231.3% |
| All | +317.7% | +43.8% | +274.0% | +231.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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