-100.0%
SOXS vs HOOD
+173.1%
-273.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.7% | +9.8% | +6.7% |
| 7D | -9.4% | -9.1% | -0.3% | -16.3% |
| 30D | +6.2% | +20.1% | -13.9% | +25.0% |
| 3M | -28.0% | +31.2% | -59.3% | -2.9% |
| 6M | -99.2% | +44.3% | -143.5% | -98.6% |
| YTD | -99.5% | +0.2% | -99.7% | -99.3% |
| 1Y | -99.7% | -3.5% | -96.2% | -99.6% |
| 3Y | -100.0% | +955.2% | -1,055.2% | -99.6% |
| 5Y | -100.0% | +175.3% | -275.3% | -99.9% |
| All | -100.0% | +173.1% | -273.1% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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