+357.4%
SOXL vs AAOI
+352.1%
+5.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.1% | +4.7% | +7.5% |
| 7D | +5.3% | -0.7% | +6.0% | +5.8% |
| 30D | -11.2% | -17.9% | +6.7% | -3.0% |
| 3M | -55.4% | -48.0% | -7.4% | -39.9% |
| 6M | +107.1% | +5.8% | +101.3% | +109.1% |
| YTD | +179.0% | +202.7% | -23.7% | +66.1% |
| 1Y | +357.4% | +352.5% | +4.8% | +129.0% |
| All | +357.4% | +352.1% | +5.2% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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