+55.9%
SOXL vs KO
+43.6%
+12.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.1% | -9.9% | -5.8% |
| 7D | -37.9% | +4.4% | -42.3% | -28.1% |
| 30D | -59.4% | +10.7% | -70.1% | -43.0% |
| 3M | -52.3% | +11.3% | -63.6% | -30.7% |
| 6M | -47.7% | +24.0% | -71.7% | +4.1% |
| YTD | +58.8% | +39.7% | +19.1% | +298.3% |
| 1Y | +55.9% | +43.2% | +12.7% | +317.9% |
| All | +55.9% | +43.6% | +12.3% | +317.9% |
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