+55.9%
SOXL vs DLTR
+45.2%
+10.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +9.6% | -18.5% | -7.4% |
| 7D | -37.9% | +15.6% | -53.5% | -36.7% |
| 30D | -59.4% | +29.9% | -89.3% | -58.8% |
| 3M | -52.3% | +12.5% | -64.8% | -51.1% |
| 6M | -47.7% | +56.3% | -104.0% | -53.3% |
| YTD | +58.8% | +19.5% | +39.3% | +60.7% |
| 1Y | +55.9% | +44.0% | +11.9% | +26.3% |
| All | +55.9% | +45.2% | +10.7% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling