+1,948.9%
SOXL vs DAL
+108.0%
+1,840.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.3% | -10.7% | -10.6% |
| 7D | +26.9% | -1.1% | +28.0% | +29.0% |
| 30D | -47.2% | +12.8% | -60.1% | -53.5% |
| 3M | -59.9% | -5.3% | -54.6% | -56.1% |
| 6M | -68.3% | +22.4% | -90.7% | -73.7% |
| YTD | +38.8% | +25.6% | +13.2% | +13.2% |
| 1Y | +48.8% | +45.5% | +3.3% | +3.7% |
| 3Y | +196.5% | +161.0% | +35.5% | +17.4% |
| 5Y | -5.0% | +112.2% | -117.3% | -45.3% |
| All | +1,948.9% | +108.0% | +1,840.8% | +1,486.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling