-99.5%
SPXU vs DOC
+15.7%
-115.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.1% |
| 7D | +7.6% | +6.5% | +1.1% | +14.1% |
| 30D | +17.5% | +9.2% | +8.4% | +27.4% |
| 3M | +14.7% | -2.5% | +17.1% | +12.1% |
| 6M | -0.1% | +7.1% | -7.1% | +6.7% |
| YTD | -19.8% | +33.0% | -52.8% | +7.1% |
| 1Y | -23.7% | +23.3% | -47.0% | -5.4% |
| 3Y | -79.5% | +44.9% | -124.4% | -67.0% |
| 5Y | -81.9% | -21.6% | -60.3% | -81.6% |
| All | -99.5% | +15.7% | -115.2% | -98.9% |
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