+357.4%
SOXL vs DELL
+328.0%
+29.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.5% | +8.4% | +8.8% |
| 7D | +5.3% | +14.9% | -9.5% | -6.1% |
| 30D | -11.2% | +13.3% | -24.5% | -20.0% |
| 3M | -55.4% | +24.4% | -79.8% | -60.7% |
| 6M | +107.1% | +258.0% | -150.9% | -16.9% |
| YTD | +179.0% | +320.2% | -141.2% | -1.3% |
| 1Y | +357.4% | +319.1% | +38.3% | +90.2% |
| All | +357.4% | +328.0% | +29.4% | +90.2% |
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