+104.0%
DAL vs SOXQ
+245.8%
-141.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.7% | -6.7% | -3.8% |
| 7D | +2.3% | +2.9% | -0.6% | +0.4% |
| 30D | +14.3% | -13.6% | +27.9% | +21.7% |
| 3M | +1.3% | -12.5% | +13.8% | +6.7% |
| 6M | +29.3% | -12.4% | +41.6% | +31.4% |
| YTD | +33.0% | +49.6% | -16.6% | -1.4% |
| 1Y | +59.8% | +52.0% | +7.9% | +17.1% |
| 3Y | +177.2% | +199.1% | -21.9% | +30.0% |
| 5Y | +118.4% | +192.6% | -74.3% | -4.0% |
| All | +104.0% | +245.8% | -141.7% | -10.2% |
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