+55.9%
SOXL vs KMX
+35.0%
+20.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.3% | -12.1% | -10.1% |
| 7D | -37.9% | +2.1% | -40.0% | -38.7% |
| 30D | -59.4% | +0.5% | -59.9% | -59.9% |
| 3M | -52.3% | -4.1% | -48.2% | -52.3% |
| 6M | -47.7% | +49.5% | -97.2% | -57.8% |
| YTD | +58.8% | +42.7% | +16.1% | +28.7% |
| 1Y | +55.9% | +35.3% | +20.6% | +27.1% |
| All | +55.9% | +35.0% | +20.9% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 1y: compounded portfolio wealth divided by compounded KMX 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…
1y analysis · Full analysis span regression · 6 months rolling