+196.5%
SOXL vs KMB
+2.5%
+194.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +2.1% | -13.1% | -9.4% |
| 7D | +26.9% | +0.9% | +25.9% | +27.7% |
| 30D | -47.2% | +10.1% | -57.3% | -42.4% |
| 3M | -59.9% | 0.0% | -59.9% | -58.2% |
| 6M | -68.3% | +15.7% | -84.0% | -63.7% |
| YTD | +38.8% | +12.6% | +26.2% | +58.3% |
| 1Y | +48.8% | +10.1% | +38.7% | +68.6% |
| 3Y | +196.5% | +2.1% | +194.4% | +222.1% |
| All | +196.5% | +2.5% | +194.0% | +222.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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