+24.8%
SOXL vs DOCS
-40.0%
+64.7%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | -0.4% |
| 7D | -23.3% | -0.6% | -22.8% | -23.4% |
| 30D | -59.9% | +6.3% | -66.2% | -59.4% |
| 3M | -56.8% | +26.5% | -83.3% | -54.5% |
| 6M | -68.3% | +24.8% | -93.1% | -65.1% |
| YTD | +33.5% | -26.8% | +60.3% | +54.8% |
| 1Y | +24.8% | -38.3% | +63.1% | +52.9% |
| All | +24.8% | -40.0% | +64.7% | +52.9% |
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