+2,202.2%
SOXL vs INTU
+230.7%
+1,971.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | +0.2% |
| 7D | +60.3% | -4.1% | +64.5% | +68.1% |
| 30D | -48.6% | +12.8% | -61.5% | -60.3% |
| 3M | -53.9% | +2.1% | -56.0% | -63.2% |
| 6M | -62.0% | -11.5% | -50.5% | -73.7% |
| YTD | +56.0% | -47.9% | +103.9% | +107.1% |
| 1Y | +50.0% | -47.7% | +97.7% | +95.7% |
| 3Y | +223.8% | -34.0% | +257.7% | +182.8% |
| 5Y | +6.7% | -43.5% | +50.2% | +68.8% |
| All | +2,202.2% | +230.7% | +1,971.4% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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