+478.6%
SOXL vs DELL
+737.0%
-258.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +12.0% | -6.7% | -6.7% |
| 7D | +3.9% | +8.2% | -4.4% | -4.5% |
| 30D | -14.3% | +17.1% | -31.4% | -28.6% |
| 3M | -45.6% | +45.2% | -90.8% | -62.5% |
| 6M | +117.2% | +286.8% | -169.6% | -54.3% |
| YTD | +189.8% | +354.8% | -164.9% | -53.1% |
| 1Y | +317.7% | +358.3% | -40.5% | -32.5% |
| 3Y | +478.6% | +724.9% | -246.3% | -49.0% |
| All | +478.6% | +737.0% | -258.3% | -49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling