+55.9%
SOXL vs DOCS
-47.4%
+103.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.3% | -15.2% | -7.7% |
| 7D | -37.9% | +1.2% | -39.1% | -37.7% |
| 30D | -59.4% | +21.3% | -80.7% | -57.9% |
| 3M | -52.3% | +58.4% | -110.7% | -48.3% |
| 6M | -47.7% | +39.3% | -87.0% | -41.9% |
| YTD | +58.8% | -21.7% | +80.5% | +85.3% |
| 1Y | +55.9% | -47.3% | +103.2% | +107.7% |
| All | +55.9% | -47.4% | +103.3% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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