+55.9%
SOXL vs DIS
+8.7%
+47.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.2% | -13.0% | -7.7% |
| 7D | -37.9% | +9.1% | -47.0% | -36.5% |
| 30D | -59.4% | +14.8% | -74.2% | -58.3% |
| 3M | -52.3% | +21.2% | -73.5% | -51.9% |
| 6M | -47.7% | +18.3% | -66.0% | -47.2% |
| YTD | +58.8% | +5.4% | +53.4% | +66.2% |
| 1Y | +55.9% | +8.3% | +47.6% | +59.6% |
| All | +55.9% | +8.7% | +47.2% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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