+4,639.5%
SOXL vs DELL
+4,468.3%
+171.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.3% | -2.7% | -1.5% |
| 7D | +8.5% | -1.9% | +10.3% | +11.4% |
| 30D | -13.0% | +14.9% | -27.9% | -29.0% |
| 3M | -35.9% | +37.2% | -73.1% | -56.4% |
| 6M | +112.1% | +254.0% | -141.9% | -65.4% |
| YTD | +175.4% | +306.1% | -130.7% | -66.4% |
| 1Y | +304.9% | +312.3% | -7.4% | -51.5% |
| 3Y | +448.6% | +654.0% | -205.5% | -72.2% |
| 5Y | +156.1% | +1,055.3% | -899.2% | -92.1% |
| 10Y | +4,957.3% | +3,948.9% | +1,008.4% | -58.5% |
| All | +4,639.5% | +4,468.3% | +171.2% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling