+357.4%
SOXL vs DIS
-8.8%
+366.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.7% | +11.6% | +10.0% |
| 7D | +5.3% | -2.6% | +7.9% | +5.5% |
| 30D | -11.2% | +3.5% | -14.7% | -12.0% |
| 3M | -55.4% | +6.8% | -62.2% | -56.4% |
| 6M | +107.1% | +3.0% | +104.1% | +104.1% |
| YTD | +179.0% | -6.7% | +185.8% | +185.5% |
| 1Y | +357.4% | -10.1% | +367.4% | +332.1% |
| All | +357.4% | -8.8% | +366.1% | +332.1% |
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