+233.2%
SOXL vs DOCN
+260.3%
-27.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.1% | -3.8% |
| 7D | +60.3% | +27.4% | +32.9% | +31.0% |
| 30D | -48.6% | -29.7% | -18.9% | -23.5% |
| 3M | -53.9% | -32.5% | -21.4% | -29.3% |
| 6M | -62.0% | -42.2% | -19.8% | -30.4% |
| YTD | +56.0% | +87.2% | -31.2% | -5.3% |
| 1Y | +50.0% | +86.2% | -36.2% | -7.2% |
| All | +233.2% | +260.3% | -27.1% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling