+304.9%
SOXL vs INTU
-52.8%
+357.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.4% | -7.7% | -8.3% |
| 7D | +8.5% | -9.2% | +17.6% | +1.8% |
| 30D | -13.0% | -7.0% | -5.9% | -16.1% |
| 3M | -35.9% | +10.5% | -46.5% | -26.6% |
| 6M | +112.1% | -30.6% | +142.6% | +118.9% |
| YTD | +175.4% | -52.3% | +227.8% | +228.1% |
| 1Y | +304.9% | -51.8% | +356.7% | +376.3% |
| All | +304.9% | -52.8% | +357.6% | +376.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling