+19,165.6%
SOXL vs DLTR
+533.1%
+18,632.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.2% | -8.3% | -8.2% |
| 7D | +8.5% | -9.4% | +17.9% | +15.7% |
| 30D | -13.0% | -7.3% | -5.6% | -9.9% |
| 3M | -35.9% | +7.6% | -43.5% | -42.0% |
| 6M | +112.1% | +1.6% | +110.5% | +93.7% |
| YTD | +175.4% | -3.5% | +179.0% | +159.6% |
| 1Y | +304.9% | +20.0% | +284.8% | +220.7% |
| 3Y | +448.6% | +2.3% | +446.3% | +350.4% |
| 5Y | +156.1% | +31.5% | +124.6% | +60.9% |
| 10Y | +4,957.3% | +45.4% | +4,911.9% | +2,712.2% |
| All | +19,165.6% | +533.1% | +18,632.5% | +1,813.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling