-100.0%
SOXS vs DOCU
+112.5%
-212.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.8% | +10.3% | +11.6% |
| 7D | -28.4% | +4.1% | -32.5% | -26.0% |
| 30D | +19.4% | +7.4% | +12.1% | +26.3% |
| 3M | +28.2% | +26.0% | +2.1% | +50.1% |
| 6M | -37.7% | +79.2% | -116.9% | -9.2% |
| YTD | -91.6% | +18.1% | -109.7% | -91.5% |
| 1Y | -93.1% | +20.5% | -113.6% | -92.8% |
| 3Y | -99.7% | +96.4% | -196.1% | -99.3% |
| 5Y | -99.9% | -69.5% | -30.4% | -99.9% |
| All | -100.0% | +112.5% | -212.5% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling