+357.4%
SOXL vs DLTR
+29.2%
+328.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.8% |
| 7D | +5.3% | +2.5% | +2.9% | +4.8% |
| 30D | -11.2% | +2.1% | -13.3% | -11.9% |
| 3M | -55.4% | +20.3% | -75.6% | -58.9% |
| 6M | +107.1% | +11.5% | +95.6% | +100.8% |
| YTD | +179.0% | +6.8% | +172.2% | +174.4% |
| 1Y | +357.4% | +31.1% | +326.3% | +248.2% |
| All | +357.4% | +29.2% | +328.1% | +248.2% |
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