+478.6%
SOXL vs DKS
+29.1%
+449.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.8% | +4.0% |
| 7D | +3.9% | -3.0% | +6.8% | +6.2% |
| 30D | -14.3% | -33.4% | +19.1% | +13.2% |
| 3M | -45.6% | -39.4% | -6.2% | -24.5% |
| 6M | +117.2% | -30.1% | +147.3% | +160.5% |
| YTD | +189.8% | -31.0% | +220.8% | +253.2% |
| 1Y | +317.7% | -40.2% | +357.9% | +504.6% |
| 3Y | +478.6% | +30.9% | +447.7% | +406.9% |
| All | +478.6% | +29.1% | +449.5% | +406.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling