+357.4%
SOXL vs DRI
+6.9%
+350.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +9.8% |
| 7D | +5.3% | +0.6% | +4.8% | +5.4% |
| 30D | -11.2% | +3.8% | -15.0% | -10.9% |
| 3M | -55.4% | +13.0% | -68.4% | -56.2% |
| 6M | +107.1% | +8.3% | +98.8% | +105.4% |
| YTD | +179.0% | +20.6% | +158.4% | +168.9% |
| 1Y | +357.4% | +6.5% | +350.9% | +307.1% |
| All | +357.4% | +6.9% | +350.4% | +307.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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