+58.0%
SOXL vs DOC
+22.3%
+35.7%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | -0.1% | +17.9% | +17.8% |
| 7D | -1.0% | +1.0% | -2.0% | -1.0% |
| 30D | -48.6% | +8.1% | -56.7% | -48.5% |
| 3M | -50.3% | +0.9% | -51.2% | -49.6% |
| 6M | -65.3% | +6.3% | -71.6% | -66.8% |
| YTD | +57.2% | +33.8% | +23.4% | +38.0% |
| 1Y | +58.0% | +21.6% | +36.4% | +35.7% |
| All | +58.0% | +22.3% | +35.7% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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