+69.9%
EXPD vs SOXQ
+190.9%
-121.0%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -7.4% | -5.7% | -1.7% | -6.6% |
| 30D | -2.1% | -20.5% | +18.4% | +1.3% |
| 3M | +5.7% | -16.6% | +22.3% | +8.3% |
| 6M | +21.4% | -15.0% | +36.3% | +22.3% |
| YTD | +27.6% | +41.5% | -13.9% | +15.9% |
| 1Y | +36.1% | +40.2% | -4.1% | +23.7% |
| 3Y | +69.9% | +183.0% | -113.1% | +27.0% |
| All | +69.9% | +190.9% | -121.0% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling