+4,921.3%
SOXL vs AAOI
+445.6%
+4,475.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.0% | +3.2% | +4.4% |
| 7D | +3.9% | -0.2% | +4.0% | +4.0% |
| 30D | -14.3% | -23.7% | +9.4% | -4.5% |
| 3M | -45.6% | -39.0% | -6.6% | -30.9% |
| 6M | +117.2% | -17.0% | +134.2% | +131.4% |
| YTD | +189.8% | +202.2% | -12.4% | +65.3% |
| 1Y | +317.7% | +292.4% | +25.3% | +111.2% |
| 3Y | +478.6% | +804.4% | -325.7% | +58.9% |
| 5Y | +169.5% | +1,318.0% | -1,148.5% | -59.2% |
| All | +4,921.3% | +445.6% | +4,475.7% | +824.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling