+55.9%
SOXL vs JAAA
+4.8%
+51.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | -37.9% | +0.2% | -38.0% | -41.0% |
| 30D | -59.4% | +0.4% | -59.8% | -64.9% |
| 3M | -52.3% | +1.2% | -53.5% | -67.8% |
| 6M | -47.7% | +2.3% | -50.0% | -76.7% |
| YTD | +58.8% | +3.9% | +54.9% | -53.7% |
| 1Y | +55.9% | +4.8% | +51.1% | -62.8% |
| All | +55.9% | +4.8% | +51.1% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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