+101.0%
SPXL vs DOCU
-69.6%
+170.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | +7.4% | +4.1% | +3.4% | +5.7% |
| 30D | -7.8% | +7.4% | -15.2% | -10.7% |
| 3M | -11.9% | +26.0% | -37.9% | -21.1% |
| 6M | -1.7% | +79.2% | -80.9% | -26.1% |
| YTD | +20.8% | +18.1% | +2.7% | +7.3% |
| 1Y | +25.0% | +20.5% | +4.5% | +9.5% |
| 3Y | +226.1% | +96.4% | +129.7% | +111.3% |
| All | +101.0% | -69.6% | +170.6% | +95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling