+78.6%
DAL vs SOXQ
+283.8%
-205.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.4% | -1.6% | +0.1% |
| 7D | +0.1% | +2.3% | -2.2% | -1.1% |
| 30D | -13.9% | -2.3% | -11.7% | -13.1% |
| 3M | +1.1% | -13.8% | +14.8% | +6.1% |
| 6M | +26.2% | +48.6% | -22.4% | -3.7% |
| YTD | +16.4% | +66.0% | -49.6% | -17.0% |
| 1Y | +33.9% | +107.9% | -74.0% | -16.7% |
| 3Y | +93.4% | +224.1% | -130.8% | -11.7% |
| 5Y | +106.4% | +256.6% | -150.2% | -13.4% |
| All | +78.6% | +283.8% | -205.1% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling