+55.9%
SOXL vs DELL
+142.0%
-86.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -8.8% | 0.0% | -1.7% |
| 7D | -37.9% | -24.6% | -13.3% | -20.5% |
| 30D | -59.4% | -32.5% | -26.9% | -42.7% |
| 3M | -52.3% | -20.2% | -32.1% | -40.7% |
| 6M | -47.7% | +76.5% | -124.2% | -61.3% |
| YTD | +58.8% | +198.9% | -140.2% | -12.6% |
| 1Y | +55.9% | +143.3% | -87.4% | +11.6% |
| All | +55.9% | +142.0% | -86.1% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 1y: compounded portfolio wealth divided by compounded DELL 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…
1y analysis · Full analysis span regression · 6 months rolling