+4,921.3%
SOXL vs DOV
+300.2%
+4,621.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +3.3% |
| 7D | +3.9% | -2.0% | +5.9% | +8.6% |
| 30D | -14.3% | -8.9% | -5.4% | +4.8% |
| 3M | -45.6% | -13.3% | -32.4% | -23.8% |
| 6M | +117.2% | -9.7% | +126.8% | +194.2% |
| YTD | +189.8% | -2.5% | +192.3% | +233.3% |
| 1Y | +317.7% | +7.2% | +310.5% | +288.9% |
| 3Y | +478.6% | +39.4% | +439.2% | +312.2% |
| 5Y | +169.5% | +15.8% | +153.7% | +261.0% |
| All | +4,921.3% | +300.2% | +4,621.1% | +2,064.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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