+4,921.3%
SOXL vs AEE
+191.1%
+4,730.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.3% | +5.3% |
| 7D | +3.9% | -0.8% | +4.6% | +4.6% |
| 30D | -14.3% | -2.9% | -11.4% | -12.4% |
| 3M | -45.6% | -2.4% | -43.2% | -46.0% |
| 6M | +117.2% | -2.7% | +119.9% | +113.3% |
| YTD | +189.8% | +7.3% | +182.6% | +161.1% |
| 1Y | +317.7% | +7.5% | +310.2% | +271.3% |
| 3Y | +478.6% | +46.2% | +432.4% | +255.6% |
| 5Y | +169.5% | +39.7% | +129.8% | +75.9% |
| All | +4,921.3% | +191.1% | +4,730.1% | +2,231.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling