+557.4%
SPXL vs DOCU
+104.4%
+453.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -2.9% | -3.4% | +0.5% | -1.3% |
| 30D | -12.4% | +9.3% | -21.6% | -15.9% |
| 3M | -11.8% | +30.2% | -42.0% | -22.4% |
| 6M | -1.4% | +62.1% | -63.5% | -22.8% |
| YTD | +19.0% | +13.5% | +5.4% | +6.9% |
| 1Y | +18.0% | +11.5% | +6.5% | +6.5% |
| 3Y | +220.0% | +89.5% | +130.5% | +112.6% |
| 5Y | +102.6% | -69.6% | +172.2% | +154.2% |
| All | +557.4% | +104.4% | +453.1% | +216.5% |
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