-50.3%
SOXL vs DIS
+16.2%
-66.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +0.4% | +17.4% | +18.3% |
| 7D | -1.0% | +0.6% | -1.6% | -2.8% |
| 30D | -48.6% | +10.3% | -58.9% | -37.0% |
| 3M | -50.3% | +15.6% | -65.9% | -32.5% |
| All | -50.3% | +16.2% | -66.5% | -32.5% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling