+196.5%
SOXL vs CCEP
+113.9%
+82.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.4% | -12.4% | -10.5% |
| 7D | +26.9% | +2.1% | +24.8% | +27.7% |
| 30D | -47.2% | +10.6% | -57.8% | -45.5% |
| 3M | -59.9% | +10.3% | -70.2% | -58.4% |
| 6M | -68.3% | +31.1% | -99.4% | -69.2% |
| YTD | +38.8% | +32.1% | +6.7% | +37.4% |
| 1Y | +48.8% | +32.8% | +16.0% | +46.7% |
| 3Y | +196.5% | +111.3% | +85.2% | +114.2% |
| All | +196.5% | +113.9% | +82.6% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 3y: compounded portfolio wealth divided by compounded CCEP 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…
3y analysis · Full analysis span regression · 6 months rolling