+20,415.5%
SOXL vs CCEP
+1,149.0%
+19,266.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.1% |
| 7D | +16.4% | -1.0% | +17.4% | +17.3% |
| 30D | -12.1% | -1.6% | -10.5% | -11.7% |
| 3M | -41.7% | +11.9% | -53.6% | -53.9% |
| 6M | +157.4% | +7.5% | +150.0% | +112.3% |
| YTD | +193.3% | +18.7% | +174.6% | +106.8% |
| 1Y | +355.3% | +21.4% | +333.9% | +197.8% |
| 3Y | +484.2% | +89.1% | +395.0% | +87.3% |
| 5Y | +182.7% | +108.7% | +74.0% | -11.4% |
| 10Y | +4,692.2% | +241.0% | +4,451.3% | +625.1% |
| All | +20,415.5% | +1,149.0% | +19,266.5% | +119.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling