+4,921.3%
SOXL vs INTU
+219.6%
+4,701.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.8% | +2.4% | +1.2% |
| 7D | +3.9% | -3.3% | +7.2% | +8.4% |
| 30D | -14.3% | -3.9% | -10.4% | -14.4% |
| 3M | -45.6% | +16.6% | -62.3% | -66.8% |
| 6M | +117.2% | -26.4% | +143.6% | +104.4% |
| YTD | +189.8% | -51.0% | +240.8% | +382.0% |
| 1Y | +317.7% | -50.8% | +368.5% | +580.6% |
| 3Y | +478.6% | -40.1% | +518.7% | +591.3% |
| 5Y | +169.5% | -41.2% | +210.7% | +334.2% |
| All | +4,921.3% | +219.6% | +4,701.7% | +611.6% |
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