+184.8%
SOXL vs DAL
+105.9%
+78.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.5% |
| 7D | +18.4% | +0.8% | +17.6% | +17.1% |
| 30D | -3.2% | -11.7% | +8.5% | +15.1% |
| 3M | -37.6% | -2.7% | -34.8% | -34.0% |
| 6M | +136.1% | +30.7% | +105.4% | +67.9% |
| YTD | +199.5% | +14.4% | +185.1% | +151.8% |
| 1Y | +363.2% | +31.2% | +332.0% | +224.6% |
| 3Y | +496.5% | +99.4% | +397.0% | +123.1% |
| 5Y | +184.8% | +98.6% | +86.3% | +17.1% |
| All | +184.8% | +105.9% | +78.9% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling