-100.0%
SOXS vs HOOD
+208.8%
-308.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.9% | -1.0% | -7.5% |
| 7D | -15.6% | +13.4% | -28.9% | -8.0% |
| 30D | +4.8% | +25.8% | -21.0% | +24.3% |
| 3M | -21.6% | +38.0% | -59.6% | +4.8% |
| 6M | -99.3% | +52.2% | -151.5% | -98.9% |
| YTD | -99.5% | +3.7% | -103.3% | -99.4% |
| 1Y | -99.8% | +0.1% | -99.8% | -99.7% |
| 3Y | -100.0% | +992.6% | -1,092.5% | -99.8% |
| 5Y | -100.0% | +193.0% | -293.0% | -100.0% |
| All | -100.0% | +208.8% | -308.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling