+55.9%
SOXL vs DUK
+7.9%
+48.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.4% | -11.2% | -1.9% |
| 7D | -37.9% | +4.9% | -42.8% | -27.6% |
| 30D | -59.4% | +13.8% | -73.2% | -39.6% |
| 3M | -52.3% | +5.2% | -57.5% | -42.4% |
| 6M | -47.7% | +3.5% | -51.1% | -33.3% |
| YTD | +58.8% | +13.5% | +45.3% | +139.7% |
| 1Y | +55.9% | +8.3% | +47.6% | +129.3% |
| All | +55.9% | +7.9% | +48.0% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 1y: compounded portfolio wealth divided by compounded DUK 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…
1y analysis · Full analysis span regression · 6 months rolling