+317.7%
SOXL vs KO
+33.7%
+284.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +6.6% |
| 7D | +3.9% | +0.2% | +3.6% | +4.5% |
| 30D | -14.3% | +1.8% | -16.1% | -8.9% |
| 3M | -45.6% | +7.7% | -53.3% | -28.0% |
| 6M | +117.2% | +15.3% | +101.9% | +228.3% |
| YTD | +189.8% | +28.0% | +161.9% | +465.3% |
| 1Y | +317.7% | +34.3% | +283.5% | +969.7% |
| All | +317.7% | +33.7% | +284.1% | +969.7% |
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