+357.4%
SOXL vs KO
+31.0%
+326.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.7% | +7.8% |
| 7D | +5.3% | -1.8% | +7.1% | +0.7% |
| 30D | -11.2% | +1.4% | -12.6% | -6.6% |
| 3M | -55.4% | +15.4% | -70.7% | -31.9% |
| 6M | +107.1% | +14.3% | +92.9% | +207.0% |
| YTD | +179.0% | +27.7% | +151.4% | +441.1% |
| 1Y | +357.4% | +32.7% | +324.7% | +1,063.2% |
| All | +357.4% | +31.0% | +326.3% | +1,063.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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