+521.4%
SPXL vs DOCU
+104.2%
+417.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.4% |
| 7D | -8.7% | -5.5% | -3.2% | -6.4% |
| 30D | -16.9% | +12.6% | -29.5% | -21.3% |
| 3M | -15.2% | +36.4% | -51.6% | -26.9% |
| 6M | -5.5% | +66.8% | -72.3% | -27.0% |
| YTD | +12.4% | +13.5% | -1.0% | +1.1% |
| 1Y | +16.9% | +11.3% | +5.6% | +5.6% |
| 3Y | +211.8% | +92.1% | +119.8% | +106.0% |
| 5Y | +85.6% | -71.0% | +156.6% | +137.5% |
| All | +521.4% | +104.2% | +417.2% | +199.2% |
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 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