+484.2%
SOXL vs DAL
+98.4%
+385.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +7.1% |
| 7D | +16.4% | +3.4% | +13.0% | +11.3% |
| 30D | -12.1% | -13.6% | +1.4% | +6.8% |
| 3M | -41.7% | +1.2% | -42.9% | -41.8% |
| 6M | +157.4% | +34.5% | +122.9% | +81.1% |
| YTD | +193.3% | +14.7% | +178.6% | +149.2% |
| 1Y | +355.3% | +29.2% | +326.1% | +234.2% |
| 3Y | +484.2% | +100.0% | +384.2% | +102.1% |
| All | +484.2% | +98.4% | +385.8% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling