+397.5%
SOXL vs DOCU
+33.7%
+363.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.7% | +6.2% | +8.2% |
| 7D | +5.3% | +6.9% | -1.6% | +2.3% |
| 30D | -11.2% | +19.0% | -30.2% | -18.4% |
| 3M | -55.4% | +34.3% | -89.7% | -62.7% |
| 6M | +107.1% | +48.0% | +59.1% | +53.7% |
| YTD | +179.0% | 0.0% | +179.0% | +168.6% |
| 1Y | +357.4% | -10.3% | +367.6% | +373.4% |
| All | +397.5% | +33.7% | +363.8% | +215.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling