+184.8%
SOXL vs DIS
-42.0%
+226.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +3.4% |
| 7D | +18.4% | -3.5% | +21.9% | +24.5% |
| 30D | -3.2% | +1.0% | -4.1% | -7.0% |
| 3M | -37.6% | +5.7% | -43.3% | -47.7% |
| 6M | +136.1% | +3.3% | +132.8% | +103.4% |
| YTD | +199.5% | -7.7% | +207.2% | +201.0% |
| 1Y | +363.2% | -10.0% | +373.2% | +379.9% |
| 3Y | +496.5% | +31.7% | +464.8% | +207.9% |
| 5Y | +184.8% | -42.2% | +227.0% | +546.8% |
| All | +184.8% | -42.0% | +226.8% | +546.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling