+162.3%
SOXL vs DLTR
+30.4%
+131.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.4% |
| 7D | +3.9% | -10.1% | +14.0% | +9.1% |
| 30D | -14.3% | -8.1% | -6.2% | -11.8% |
| 3M | -45.6% | +2.9% | -48.5% | -48.5% |
| 6M | +117.2% | +4.3% | +112.8% | +101.1% |
| YTD | +189.8% | -3.9% | +193.8% | +180.2% |
| 1Y | +317.7% | +18.9% | +298.8% | +254.5% |
| 3Y | +478.6% | +1.9% | +476.7% | +418.5% |
| All | +162.3% | +30.4% | +131.9% | +195.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling