+59.2%
EXPD vs SOXQ
+283.8%
-224.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | 0.0% |
| 7D | -1.1% | +2.3% | -3.5% | -1.8% |
| 30D | +4.1% | -2.3% | +6.3% | +4.6% |
| 3M | +17.9% | -13.8% | +31.7% | +21.0% |
| 6M | +29.2% | +48.6% | -19.4% | +11.4% |
| YTD | +27.4% | +66.0% | -38.6% | +5.8% |
| 1Y | +56.8% | +107.9% | -51.0% | +20.0% |
| 3Y | +68.0% | +224.1% | -156.1% | +2.4% |
| 5Y | +61.9% | +256.6% | -194.7% | -9.9% |
| All | +59.2% | +283.8% | -224.6% | -12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling