+74.3%
DAL vs SOXQ
+279.9%
-205.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.7% |
| 7D | -0.6% | +2.3% | -3.0% | -1.9% |
| 30D | -13.5% | -3.9% | -9.6% | -11.9% |
| 3M | +2.6% | -4.7% | +7.3% | +2.5% |
| 6M | +32.7% | +47.9% | -15.2% | +1.4% |
| YTD | +13.6% | +64.3% | -50.7% | -18.6% |
| 1Y | +28.8% | +95.7% | -66.9% | -17.1% |
| 3Y | +98.2% | +231.5% | -133.4% | -10.8% |
| 5Y | +105.9% | +255.0% | -149.0% | -13.1% |
| All | +74.3% | +279.9% | -205.6% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling