+77.9%
SOXL vs DOCN
+88.7%
-10.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +8.0% | +14.2% | +15.6% |
| 7D | -17.6% | -12.8% | -4.8% | -1.9% |
| 30D | -59.8% | -41.9% | -17.9% | -31.4% |
| 3M | -59.9% | -36.9% | -23.0% | -36.8% |
| 6M | -68.2% | -52.2% | -16.0% | -33.5% |
| YTD | +33.8% | +62.7% | -28.9% | -4.6% |
| 1Y | +34.7% | +58.2% | -23.5% | -0.3% |
| 3Y | +211.0% | +219.5% | -8.4% | +32.2% |
| 5Y | -8.6% | -32.9% | +24.3% | -6.0% |
| All | +77.9% | +88.7% | -10.8% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 10y: compounded portfolio wealth divided by compounded DOCN 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…
10y analysis · Full analysis span regression · 6 months rolling