+162.3%
SOXL vs KMB
-13.1%
+175.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.2% |
| 7D | +3.9% | -6.5% | +10.4% | +2.7% |
| 30D | -14.3% | -8.8% | -5.5% | -15.6% |
| 3M | -45.6% | -2.2% | -43.4% | -46.1% |
| 6M | +117.2% | +0.7% | +116.5% | +115.7% |
| YTD | +189.8% | +1.0% | +188.8% | +188.5% |
| 1Y | +317.7% | -20.3% | +338.1% | +326.4% |
| 3Y | +478.6% | -13.3% | +491.9% | +453.0% |
| All | +162.3% | -13.1% | +175.4% | +118.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling