+20,174.1%
SOXL vs AON
+773.5%
+19,400.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +7.6% |
| 7D | +3.9% | -6.3% | +10.2% | +12.9% |
| 30D | -14.3% | -14.1% | -0.2% | +2.3% |
| 3M | -45.6% | -9.5% | -36.1% | -47.8% |
| 6M | +117.2% | -4.0% | +121.2% | +72.6% |
| YTD | +189.8% | -13.8% | +203.6% | +155.2% |
| 1Y | +317.7% | -18.3% | +336.0% | +282.2% |
| 3Y | +478.6% | -7.2% | +485.8% | +262.8% |
| 5Y | +169.5% | +7.3% | +162.2% | +46.6% |
| 10Y | +5,222.1% | +203.6% | +5,018.4% | +330.7% |
| All | +20,174.1% | +773.5% | +19,400.7% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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