+162.3%
SOXL vs CCEP
+107.2%
+55.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.3% |
| 7D | +3.9% | -2.8% | +6.7% | +7.0% |
| 30D | -14.3% | -4.0% | -10.3% | -11.9% |
| 3M | -45.6% | +5.2% | -50.8% | -52.4% |
| 6M | +117.2% | +2.7% | +114.5% | +93.2% |
| YTD | +189.8% | +14.5% | +175.3% | +120.8% |
| 1Y | +317.7% | +17.2% | +300.6% | +196.1% |
| 3Y | +478.6% | +79.3% | +399.3% | +78.4% |
| All | +162.3% | +107.2% | +55.1% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling