+98.6%
DAL vs SOXQ
+269.0%
-170.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.5% |
| 7D | +0.8% | +5.2% | -4.5% | -1.9% |
| 30D | -11.7% | -0.5% | -11.2% | -11.7% |
| 3M | -2.7% | -5.6% | +2.9% | -2.2% |
| 6M | +30.7% | +53.0% | -22.4% | -2.4% |
| YTD | +14.4% | +68.8% | -54.4% | -19.7% |
| 1Y | +31.2% | +105.7% | -74.5% | -18.5% |
| 3Y | +99.4% | +240.5% | -141.0% | -13.0% |
| 5Y | +98.6% | +266.8% | -168.2% | -18.7% |
| All | +98.6% | +269.0% | -170.4% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling