+23.4%
DAL vs SOXQ
-11.0%
+34.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.7% | -5.1% |
| 7D | +1.4% | +16.4% | -15.0% | -2.2% |
| 30D | +9.1% | -13.9% | +22.9% | +12.3% |
| 3M | -3.5% | -15.1% | +11.7% | -0.4% |
| 6M | +23.4% | -10.2% | +33.6% | +22.7% |
| All | +23.4% | -11.0% | +34.4% | +22.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling