-99.5%
SPXU vs DOC
+20.3%
-119.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +0.2% |
| 7D | +0.5% | +4.3% | -3.8% | +4.8% |
| 30D | +10.9% | +9.2% | +1.8% | +20.3% |
| 3M | +9.6% | -0.8% | +10.4% | +9.0% |
| 6M | -4.7% | +7.1% | -11.8% | +2.0% |
| YTD | -24.6% | +34.0% | -58.6% | +1.6% |
| 1Y | -24.7% | +23.2% | -47.9% | -6.6% |
| 3Y | -80.0% | +53.6% | -133.6% | -65.8% |
| 5Y | -83.5% | -20.4% | -63.0% | -83.0% |
| 10Y | -99.5% | +23.4% | -122.9% | -98.8% |
| All | -99.5% | +20.3% | -119.8% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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