+1,362.1%
SOXL vs DOCU
+80.0%
+1,282.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.7% | +6.2% | +7.2% |
| 7D | +5.3% | +6.9% | -1.6% | +0.5% |
| 30D | -11.2% | +19.0% | -30.2% | -22.7% |
| 3M | -55.4% | +34.3% | -89.7% | -66.8% |
| 6M | +107.1% | +48.0% | +59.1% | +33.5% |
| YTD | +179.0% | 0.0% | +179.0% | +136.0% |
| 1Y | +357.4% | -10.3% | +367.6% | +317.1% |
| 3Y | +397.5% | +32.4% | +365.1% | +221.8% |
| 5Y | +155.9% | -77.9% | +233.8% | +481.3% |
| All | +1,362.1% | +80.0% | +1,282.1% | +634.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling