+19,165.6%
SOXL vs KMX
+162.1%
+19,003.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.4% | -8.4% | -8.4% |
| 7D | +8.5% | -3.4% | +11.8% | +12.1% |
| 30D | -13.0% | +4.0% | -17.0% | -17.2% |
| 3M | -35.9% | +24.8% | -60.7% | -50.3% |
| 6M | +112.1% | +43.6% | +68.4% | +35.4% |
| YTD | +175.4% | +56.6% | +118.8% | +55.5% |
| 1Y | +304.9% | +2.2% | +302.6% | +229.9% |
| 3Y | +448.6% | -25.4% | +474.0% | +547.5% |
| 5Y | +156.1% | -55.0% | +211.1% | +473.6% |
| 10Y | +4,957.3% | +9.6% | +4,947.7% | +4,031.3% |
| All | +19,165.6% | +162.1% | +19,003.5% | +5,089.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling