+182.7%
SOXL vs DOCN
+82.7%
+99.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.6% | -7.5% | -5.3% |
| 7D | +16.4% | +16.3% | +0.1% | +2.0% |
| 30D | -12.1% | +2.0% | -14.2% | -14.4% |
| 3M | -41.7% | -25.2% | -16.5% | -23.0% |
| 6M | +157.4% | +132.7% | +24.7% | +24.0% |
| YTD | +193.3% | +163.3% | +30.0% | +23.6% |
| 1Y | +355.3% | +280.3% | +75.0% | +41.2% |
| 3Y | +484.2% | +371.8% | +112.3% | +48.6% |
| 5Y | +182.7% | +87.1% | +95.6% | +20.9% |
| All | +182.7% | +82.7% | +99.9% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling