+19,418.6%
SOXL vs DOC
+74.5%
+19,344.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.8% | +11.7% | +11.8% |
| 7D | +5.3% | -1.5% | +6.8% | +6.8% |
| 30D | -11.2% | -4.8% | -6.4% | -6.8% |
| 3M | -55.4% | +6.9% | -62.2% | -60.4% |
| 6M | +107.1% | +20.7% | +86.4% | +59.9% |
| YTD | +179.0% | +34.1% | +144.9% | +89.7% |
| 1Y | +357.4% | +22.6% | +334.7% | +240.2% |
| 3Y | +397.5% | +20.8% | +376.6% | +270.9% |
| 5Y | +155.9% | -24.9% | +180.8% | +250.7% |
| 10Y | +4,301.6% | -1.8% | +4,303.4% | +4,572.8% |
| All | +19,418.6% | +74.5% | +19,344.1% | +7,572.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling