+25.1%
SOXL vs DOCU
+10.8%
+14.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.2% | +22.1% | +22.3% |
| 7D | -17.6% | -4.8% | -12.8% | -19.9% |
| 30D | -59.8% | +9.4% | -69.2% | -57.9% |
| 3M | -59.9% | +29.0% | -88.9% | -54.2% |
| 6M | -68.2% | +62.3% | -130.5% | -57.9% |
| YTD | +33.8% | +13.7% | +20.1% | +81.4% |
| All | +25.1% | +10.8% | +14.3% | +70.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling