+20,848.2%
SOXL vs DOV
+741.0%
+20,107.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +5.5% |
| 7D | +18.4% | +1.3% | +17.0% | +15.3% |
| 30D | -3.2% | -8.6% | +5.5% | +15.9% |
| 3M | -37.6% | -13.1% | -24.4% | -13.7% |
| 6M | +136.1% | -8.8% | +144.9% | +208.5% |
| YTD | +199.5% | -1.2% | +200.7% | +234.2% |
| 1Y | +363.2% | +10.7% | +352.5% | +309.3% |
| 3Y | +496.5% | +39.3% | +457.2% | +342.1% |
| 5Y | +184.8% | +16.4% | +168.4% | +292.0% |
| 10Y | +5,399.0% | +302.5% | +5,096.5% | +1,118.4% |
| All | +20,848.2% | +741.0% | +20,107.2% | +1,331.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling