-91.6%
SOXS vs DOCN
+110.0%
-201.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -7.2% | +15.9% | +2.9% |
| 7D | +46.7% | -20.0% | +66.7% | +25.7% |
| 30D | +97.0% | -38.8% | +135.7% | +46.6% |
| 3M | +39.5% | -34.8% | +74.4% | +16.3% |
| 6M | -54.9% | -22.8% | -32.2% | -51.0% |
| YTD | -90.4% | +74.6% | -165.0% | -79.3% |
| 1Y | -91.6% | +116.4% | -208.1% | -77.8% |
| All | -91.6% | +110.0% | -201.7% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling