+630.3%
SPXL vs DOCU
+80.0%
+550.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -2.8% |
| 7D | +0.1% | +6.9% | -6.8% | -2.9% |
| 30D | -0.9% | +19.0% | -19.9% | -8.7% |
| 3M | +2.0% | +34.3% | -32.3% | -11.9% |
| 6M | +33.5% | +48.0% | -14.5% | +8.4% |
| YTD | +32.2% | 0.0% | +32.1% | +26.5% |
| 1Y | +48.9% | -10.3% | +59.2% | +47.8% |
| 3Y | +222.9% | +32.4% | +190.5% | +154.2% |
| 5Y | +140.7% | -77.9% | +218.6% | +248.8% |
| All | +630.3% | +80.0% | +550.3% | +274.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling