+20,848.2%
SOXL vs AEM
+356.0%
+20,492.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +18.4% | +3.0% | +15.3% | +17.0% |
| 30D | -3.2% | +12.5% | -15.7% | -7.7% |
| 3M | -37.6% | +26.9% | -64.5% | -42.5% |
| 6M | +136.1% | -9.4% | +145.5% | +147.6% |
| YTD | +199.5% | +20.3% | +179.2% | +188.1% |
| 1Y | +363.2% | +33.8% | +329.4% | +333.0% |
| 3Y | +496.5% | +349.8% | +146.7% | +285.4% |
| 5Y | +184.8% | +301.0% | -116.2% | +87.0% |
| 10Y | +5,399.0% | +376.1% | +5,022.9% | +3,249.1% |
| All | +20,848.2% | +356.0% | +20,492.2% | +10,622.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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