+1.9%
DLTR vs SOXQ
+232.9%
-231.0%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.6% |
| 7D | -10.1% | +0.8% | -10.8% | -10.2% |
| 30D | -8.1% | -4.6% | -3.5% | -7.6% |
| 3M | +2.9% | -10.2% | +13.0% | +3.7% |
| 6M | +4.3% | +49.7% | -45.3% | -5.5% |
| YTD | -3.9% | +67.2% | -71.2% | -15.2% |
| 1Y | +18.9% | +98.0% | -79.1% | +1.3% |
| 3Y | +1.9% | +237.2% | -235.2% | -26.9% |
| All | +1.9% | +232.9% | -231.0% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling