+357.4%
SOXL vs EXPD
+57.8%
+299.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +9.4% |
| 7D | +5.3% | -1.1% | +6.5% | +6.1% |
| 30D | -11.2% | +4.1% | -15.3% | -12.9% |
| 3M | -55.4% | +17.9% | -73.3% | -58.8% |
| 6M | +107.1% | +29.2% | +77.9% | +82.0% |
| YTD | +179.0% | +27.4% | +151.7% | +150.3% |
| 1Y | +357.4% | +56.8% | +300.5% | +337.5% |
| All | +357.4% | +57.8% | +299.5% | +337.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling