+58.0%
SOXL vs DOCS
-38.0%
+96.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +2.5% | +15.3% | +18.1% |
| 7D | -1.0% | -4.2% | +3.2% | -2.0% |
| 30D | -48.6% | +8.6% | -57.2% | -47.9% |
| 3M | -50.3% | +27.2% | -77.6% | -47.6% |
| 6M | -65.3% | +26.5% | -91.8% | -61.7% |
| YTD | +57.2% | -25.0% | +82.2% | +84.5% |
| 1Y | +58.0% | -37.0% | +95.0% | +97.5% |
| All | +58.0% | -38.0% | +96.0% | +97.5% |
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