-91.6%
SOXS vs DOCU
+11.6%
-103.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.7% |
| 7D | +46.7% | -3.7% | +50.4% | +49.5% |
| 30D | +97.0% | +15.0% | +82.0% | +84.5% |
| 3M | +39.5% | +39.9% | -0.4% | +18.9% |
| 6M | -54.9% | +66.2% | -121.1% | -64.4% |
| YTD | -90.4% | +17.7% | -108.1% | -92.7% |
| 1Y | -91.6% | +13.7% | -105.3% | -93.7% |
| All | -91.6% | +11.6% | -103.2% | -93.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling