+19,418.6%
SOXL vs KEY
+400.0%
+19,018.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.6% |
| 7D | +5.3% | +2.2% | +3.1% | +2.6% |
| 30D | -11.2% | -3.0% | -8.2% | -7.7% |
| 3M | -55.4% | +3.3% | -58.7% | -57.1% |
| 6M | +107.1% | +9.2% | +97.9% | +89.5% |
| YTD | +179.0% | +10.6% | +168.4% | +151.2% |
| 1Y | +357.4% | +20.4% | +337.0% | +271.5% |
| 3Y | +397.5% | +121.8% | +275.6% | +115.3% |
| 5Y | +155.9% | +41.1% | +114.8% | +87.5% |
| 10Y | +4,301.6% | +168.5% | +4,133.1% | +1,254.1% |
| All | +19,418.6% | +400.0% | +19,018.6% | +3,225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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