+19,165.6%
SOXL vs AEE
+639.6%
+18,526.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.2% | -6.8% | -6.9% |
| 7D | +8.5% | -0.7% | +9.1% | +9.3% |
| 30D | -13.0% | -2.0% | -11.0% | -11.3% |
| 3M | -35.9% | -2.8% | -33.1% | -36.2% |
| 6M | +112.1% | -3.6% | +115.6% | +109.2% |
| YTD | +175.4% | +7.3% | +168.1% | +142.4% |
| 1Y | +304.9% | +8.7% | +296.2% | +246.7% |
| 3Y | +448.6% | +46.0% | +402.5% | +205.6% |
| 5Y | +156.1% | +39.8% | +116.3% | +51.0% |
| 10Y | +4,957.3% | +191.4% | +4,765.9% | +1,114.4% |
| All | +19,165.6% | +639.6% | +18,526.0% | +534.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling