+56.8%
EXPD vs SOXQ
+102.0%
-45.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | +1.2% | +5.2% | -4.1% | +0.7% |
| 30D | +5.2% | -0.5% | +5.7% | +5.2% |
| 3M | +13.2% | -5.6% | +18.8% | +13.1% |
| 6M | +30.3% | +53.0% | -22.7% | +23.2% |
| YTD | +27.0% | +68.8% | -41.7% | +19.8% |
| All | +56.8% | +102.0% | -45.1% | +46.1% |
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