+67.9%
EXPD vs SOXQ
+237.4%
-169.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.7% |
| 7D | -0.9% | +5.3% | -6.2% | -1.8% |
| 30D | +4.1% | -3.7% | +7.8% | +4.7% |
| 3M | +13.8% | -7.8% | +21.6% | +14.5% |
| 6M | +27.3% | +58.4% | -31.1% | +13.9% |
| YTD | +25.4% | +68.1% | -42.7% | +10.7% |
| 1Y | +54.4% | +105.4% | -51.0% | +29.5% |
| 3Y | +67.9% | +239.2% | -171.3% | +15.1% |
| All | +67.9% | +237.4% | -169.5% | +15.1% |
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 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