+93.1%
EXPE vs SOXQ
+251.3%
-158.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.7% |
| 7D | -8.7% | +2.3% | -11.0% | -9.7% |
| 30D | -13.6% | -3.9% | -9.7% | -12.6% |
| 3M | +26.6% | -4.7% | +31.4% | +24.3% |
| 6M | +19.9% | +47.9% | -27.9% | -9.4% |
| YTD | -1.7% | +64.3% | -66.0% | -30.6% |
| 1Y | +29.4% | +95.7% | -66.3% | -18.3% |
| 3Y | +155.7% | +231.5% | -75.8% | +6.6% |
| 5Y | +93.1% | +255.0% | -161.9% | -23.0% |
| All | +93.1% | +251.3% | -158.2% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling