+56.8%
EXPD vs SOXQ
+111.3%
-54.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | +0.6% |
| 7D | -1.1% | +2.3% | -3.5% | -1.3% |
| 30D | +4.1% | -2.3% | +6.3% | +4.3% |
| 3M | +17.9% | -13.8% | +31.7% | +18.7% |
| 6M | +29.2% | +48.6% | -19.4% | +22.6% |
| YTD | +27.4% | +66.0% | -38.6% | +20.4% |
| 1Y | +56.8% | +107.9% | -51.0% | +46.3% |
| All | +56.8% | +111.3% | -54.5% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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