-35.9%
SOXL vs AAOX
-77.9%
+42.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -8.5% | +0.5% | -4.0% |
| 7D | +8.5% | +5.4% | +3.0% | +5.6% |
| 30D | -13.0% | -47.7% | +34.8% | +8.8% |
| 3M | -35.9% | -78.6% | +42.7% | +27.8% |
| All | -35.9% | -77.9% | +42.0% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 3mo: compounded portfolio wealth divided by compounded AAOX 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…
3mo analysis · Full analysis span regression · Available span rolling