+4,671.5%
SOXL vs DIS
+24.9%
+4,646.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.6% | -9.6% | -10.4% |
| 7D | +8.5% | -1.3% | +9.7% | +9.9% |
| 30D | -13.0% | +2.2% | -15.2% | -18.1% |
| 3M | -35.9% | +8.1% | -44.1% | -48.2% |
| 6M | +112.1% | +5.2% | +106.8% | +77.7% |
| YTD | +175.4% | -6.3% | +181.7% | +168.9% |
| 1Y | +304.9% | -7.3% | +312.2% | +298.5% |
| 3Y | +448.6% | +33.8% | +414.8% | +208.3% |
| 5Y | +156.1% | -40.7% | +196.8% | +532.4% |
| All | +4,671.5% | +24.9% | +4,646.6% | +3,767.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling