-91.6%
SOXS vs DLTR
+45.2%
-136.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +9.6% | -0.9% | +7.3% |
| 7D | +46.7% | +15.6% | +31.1% | +44.4% |
| 30D | +97.0% | +29.9% | +67.1% | +94.5% |
| 3M | +39.5% | +12.5% | +27.1% | +36.0% |
| 6M | -54.9% | +56.3% | -111.2% | -50.1% |
| YTD | -90.4% | +19.5% | -109.9% | -90.5% |
| 1Y | -91.6% | +44.0% | -135.7% | -89.6% |
| All | -91.6% | +45.2% | -136.9% | -89.6% |
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