+7.0%
SOXL vs DOCS
-49.1%
+56.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -2.0% | +14.5% | +12.2% |
| 7D | -40.3% | -0.8% | -39.6% | -40.4% |
| 30D | -71.1% | +17.4% | -88.5% | -70.2% |
| 3M | -65.2% | +57.4% | -122.6% | -62.1% |
| 6M | -72.3% | +26.5% | -98.8% | -69.6% |
| YTD | +9.4% | -26.6% | +36.0% | +26.7% |
| 1Y | +7.0% | -48.1% | +55.0% | +35.5% |
| All | +7.0% | -49.1% | +56.1% | +35.5% |
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