+6,184.7%
SOXL vs KHC
-41.6%
+6,226.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +10.3% |
| 7D | +5.3% | -1.8% | +7.1% | +6.4% |
| 30D | -11.2% | -1.9% | -9.3% | -10.8% |
| 3M | -55.4% | +14.4% | -69.8% | -62.4% |
| 6M | +107.1% | +8.7% | +98.4% | +78.0% |
| YTD | +179.0% | +7.8% | +171.3% | +136.5% |
| 1Y | +357.4% | -1.5% | +358.9% | +311.0% |
| 3Y | +397.5% | -9.9% | +407.3% | +338.7% |
| 5Y | +155.9% | -10.7% | +166.6% | +109.0% |
| 10Y | +4,301.6% | -55.7% | +4,357.3% | +6,883.8% |
| All | +6,184.7% | -41.6% | +6,226.3% | +6,342.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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