+55.9%
SOXL vs AEE
+13.9%
+42.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.5% | -11.3% | -5.6% |
| 7D | -37.9% | +4.7% | -42.6% | -33.7% |
| 30D | -59.4% | +13.4% | -72.8% | -52.5% |
| 3M | -52.3% | +4.1% | -56.4% | -49.1% |
| 6M | -47.7% | +2.0% | -49.7% | -43.3% |
| YTD | +58.8% | +15.6% | +43.1% | +78.7% |
| 1Y | +55.9% | +14.1% | +41.8% | +74.8% |
| All | +55.9% | +13.9% | +42.0% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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