+484.2%
SOXL vs AVAV
+31.0%
+453.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.9% | +2.3% | +3.7% |
| 7D | +16.4% | +3.2% | +13.2% | +14.5% |
| 30D | -12.1% | -20.3% | +8.2% | -1.7% |
| 3M | -41.7% | -19.4% | -22.3% | -36.6% |
| 6M | +157.4% | -35.3% | +192.7% | +208.5% |
| YTD | +193.3% | -38.5% | +231.8% | +234.8% |
| 1Y | +355.3% | -37.2% | +392.5% | +413.8% |
| 3Y | +484.2% | +31.1% | +453.0% | +422.1% |
| All | +484.2% | +31.0% | +453.2% | +422.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling