+177.0%
SOXL vs DOCU
+94.3%
+82.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -23.3% | -3.4% | -20.0% | -22.1% |
| 30D | -59.9% | +9.3% | -69.1% | -61.4% |
| 3M | -56.8% | +30.2% | -87.1% | -62.2% |
| 6M | -68.3% | +62.1% | -130.4% | -76.4% |
| YTD | +33.5% | +13.5% | +19.9% | +21.1% |
| 1Y | +24.8% | +11.5% | +13.3% | +14.3% |
| 3Y | +177.0% | +89.5% | +87.5% | +62.9% |
| All | +177.0% | +94.3% | +82.6% | +62.9% |
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