+4,921.3%
SOXL vs DUK
+129.4%
+4,791.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +3.9% | -0.7% | +4.5% | +4.3% |
| 30D | -14.3% | -2.4% | -11.9% | -13.3% |
| 3M | -45.6% | -3.0% | -42.6% | -45.8% |
| 6M | +117.2% | -6.6% | +123.7% | +118.0% |
| YTD | +189.8% | +4.6% | +185.3% | +168.3% |
| 1Y | +317.7% | +1.2% | +316.5% | +288.9% |
| 3Y | +478.6% | +45.7% | +433.0% | +243.1% |
| 5Y | +169.5% | +40.3% | +129.2% | +61.4% |
| All | +4,921.3% | +129.4% | +4,791.9% | +2,217.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling