+64.6%
EXPE vs SOXQ
+286.7%
-222.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.3% | +0.7% |
| 7D | -5.8% | +0.8% | -6.5% | -6.2% |
| 30D | -13.6% | -4.6% | -9.0% | -12.3% |
| 3M | +25.2% | -10.2% | +35.3% | +26.9% |
| 6M | +22.3% | +49.7% | -27.3% | -7.7% |
| YTD | -0.3% | +67.2% | -67.6% | -29.7% |
| 1Y | +27.8% | +98.0% | -70.2% | -19.1% |
| 3Y | +162.4% | +237.2% | -74.7% | +10.5% |
| 5Y | +95.8% | +261.3% | -165.5% | -22.9% |
| All | +64.6% | +286.7% | -222.0% | -34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling