+601.1%
SOXL vs DOCU
+104.6%
+496.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.2% | +22.1% | +22.1% |
| 7D | -17.6% | -4.8% | -12.8% | -14.1% |
| 30D | -59.8% | +9.4% | -69.2% | -62.7% |
| 3M | -59.9% | +29.0% | -88.9% | -68.3% |
| 6M | -68.2% | +62.3% | -130.5% | -80.7% |
| YTD | +33.8% | +13.7% | +20.1% | -0.7% |
| 1Y | +34.7% | +11.5% | +23.2% | +1.1% |
| 3Y | +211.0% | +94.2% | +116.9% | +43.0% |
| 5Y | -8.6% | -71.7% | +63.2% | +66.0% |
| All | +601.1% | +104.6% | +496.5% | +209.3% |
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