+17.3%
DLTR vs SOXQ
+279.9%
-262.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.9% | +0.7% |
| 7D | -9.4% | +2.3% | -11.8% | -9.9% |
| 30D | -7.3% | -3.9% | -3.4% | -6.8% |
| 3M | +7.6% | -4.7% | +12.3% | +7.2% |
| 6M | +1.6% | +47.9% | -46.3% | -9.1% |
| YTD | -3.5% | +64.3% | -67.9% | -16.0% |
| 1Y | +20.0% | +95.7% | -75.7% | +0.1% |
| 3Y | +2.3% | +231.5% | -229.2% | -27.6% |
| 5Y | +31.5% | +255.0% | -223.4% | -9.6% |
| All | +17.3% | +279.9% | -262.6% | -20.0% |
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