+60.3%
DOCS vs SPXL
+227.9%
-167.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.0% | -5.9% | -1.5% |
| 7D | 0.0% | -0.9% | +0.9% | 0.0% |
| 30D | +7.8% | -11.4% | +19.2% | +12.3% |
| 3M | +20.0% | -10.8% | +30.8% | +24.5% |
| 6M | +26.5% | -0.3% | +26.8% | +24.7% |
| YTD | -25.8% | +20.3% | -46.1% | -32.8% |
| 1Y | -39.5% | +24.7% | -64.2% | -46.2% |
| 3Y | +60.3% | +238.6% | -178.2% | -38.4% |
| All | +60.3% | +227.9% | -167.5% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 3y: compounded portfolio wealth divided by compounded SPXL 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…
3y analysis · Full analysis span regression · 6 months rolling