-99.7%
SOXS vs DOCU
+88.2%
-187.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +0.2% | -22.4% | -22.2% |
| 7D | -5.1% | -4.8% | -0.3% | -6.7% |
| 30D | +60.4% | +9.4% | +51.0% | +65.9% |
| 3M | +32.7% | +29.0% | +3.7% | +46.7% |
| 6M | -36.2% | +62.3% | -98.5% | -23.8% |
| YTD | -90.9% | +13.7% | -104.6% | -91.9% |
| 1Y | -92.2% | +11.5% | -103.7% | -93.0% |
| 3Y | -99.7% | +94.2% | -193.9% | -99.4% |
| All | -99.7% | +88.2% | -187.9% | -99.4% |
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