+723.7%
SOXL vs DOCU
+110.9%
+612.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +3.2% | +14.6% | +15.5% |
| 7D | -1.0% | -0.4% | -0.5% | +0.3% |
| 30D | -48.6% | +12.9% | -61.5% | -53.2% |
| 3M | -50.3% | +35.1% | -85.4% | -61.9% |
| 6M | -65.3% | +76.2% | -141.5% | -80.1% |
| YTD | +57.2% | +17.2% | +40.0% | +14.6% |
| 1Y | +58.0% | +16.4% | +41.6% | +15.2% |
| 3Y | +226.2% | +95.6% | +130.7% | +49.8% |
| 5Y | +10.5% | -68.5% | +79.0% | +84.7% |
| All | +723.7% | +110.9% | +612.8% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling