+55.9%
SOXL vs AAL
+4.4%
+51.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.3% | -15.1% | -14.8% |
| 7D | -37.9% | +8.3% | -46.2% | -43.3% |
| 30D | -59.4% | +6.2% | -65.6% | -62.3% |
| 3M | -52.3% | -17.7% | -34.6% | -42.5% |
| 6M | -47.7% | +15.4% | -63.1% | -55.3% |
| YTD | +58.8% | -11.1% | +69.8% | +57.0% |
| 1Y | +55.9% | +7.7% | +48.1% | +16.3% |
| All | +55.9% | +4.4% | +51.5% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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