+357.4%
SOXL vs AIG
-4.5%
+361.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.7% | +9.0% |
| 7D | +5.3% | -0.9% | +6.3% | +4.4% |
| 30D | -11.2% | -4.9% | -6.3% | -14.9% |
| 3M | -55.4% | +4.5% | -59.8% | -52.8% |
| 6M | +107.1% | -1.4% | +108.6% | +114.1% |
| YTD | +179.0% | -9.8% | +188.8% | +178.5% |
| 1Y | +357.4% | -4.5% | +361.9% | +375.5% |
| All | +357.4% | -4.5% | +361.8% | +375.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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