+28.8%
DOCS vs SPXL
-1.5%
+30.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -13.1% | +8.8% | -1.4% |
| 7D | -1.3% | -14.2% | +12.9% | +1.7% |
| 30D | +19.4% | -18.1% | +37.5% | +23.7% |
| 3M | +53.4% | -16.3% | +69.7% | +58.2% |
| 6M | +28.8% | -2.3% | +31.0% | +48.1% |
| All | +28.8% | -1.5% | +30.3% | +48.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling