-99.6%
SOXS vs DOCU
+87.9%
-187.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -1.7% | -11.0% | -13.3% |
| 7D | +36.2% | -5.5% | +41.8% | +33.5% |
| 30D | +131.5% | +12.6% | +118.8% | +141.9% |
| 3M | +60.5% | +36.4% | +24.1% | +82.3% |
| 6M | -25.9% | +66.8% | -92.7% | -10.1% |
| YTD | -88.3% | +13.5% | -101.8% | -89.5% |
| 1Y | -89.6% | +11.3% | -100.9% | -90.7% |
| 3Y | -99.6% | +92.1% | -191.7% | -99.2% |
| All | -99.6% | +87.9% | -187.5% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling