+478.6%
SOXL vs AAL
-7.2%
+485.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.0% | +4.0% |
| 7D | +3.9% | -0.9% | +4.8% | +4.8% |
| 30D | -14.3% | -12.9% | -1.4% | -1.4% |
| 3M | -45.6% | -11.2% | -34.4% | -39.6% |
| 6M | +117.2% | +17.8% | +99.3% | +86.5% |
| YTD | +189.8% | -15.1% | +205.0% | +232.2% |
| 1Y | +317.7% | +0.5% | +317.3% | +304.6% |
| 3Y | +478.6% | -7.7% | +486.3% | +354.7% |
| All | +478.6% | -7.2% | +485.8% | +354.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling