+4,921.3%
SOXL vs DKS
+206.3%
+4,714.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.9% | +3.4% |
| 7D | +3.9% | -2.0% | +5.9% | +5.3% |
| 30D | -14.3% | -32.7% | +18.4% | +7.7% |
| 3M | -45.6% | -38.8% | -6.8% | -28.8% |
| 6M | +117.2% | -29.4% | +146.6% | +157.3% |
| YTD | +189.8% | -30.3% | +220.1% | +248.4% |
| 1Y | +317.7% | -39.6% | +357.3% | +471.5% |
| 3Y | +478.6% | +32.2% | +446.4% | +362.5% |
| 5Y | +169.5% | +15.1% | +154.4% | +143.1% |
| All | +4,921.3% | +206.3% | +4,714.9% | +1,712.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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