+48.8%
SOXL vs EXPD
+40.4%
+8.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.4% | -10.6% | -10.5% |
| 7D | +26.9% | +5.5% | +21.3% | +21.3% |
| 30D | -47.2% | -0.8% | -46.4% | -45.1% |
| 3M | -59.9% | +4.1% | -64.0% | -59.8% |
| 6M | -68.3% | +25.7% | -94.0% | -72.1% |
| YTD | +38.8% | +31.4% | +7.4% | +10.7% |
| 1Y | +48.8% | +42.2% | +6.6% | +11.9% |
| All | +48.8% | +40.4% | +8.4% | +11.9% |
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