+340.2%
SOXL vs EXPD
+58.2%
+282.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.4% |
| 7D | +18.4% | +1.2% | +17.2% | +17.6% |
| 30D | -3.2% | +5.2% | -8.4% | -5.6% |
| 3M | -37.6% | +13.2% | -50.8% | -41.4% |
| 6M | +136.1% | +30.3% | +105.7% | +106.9% |
| YTD | +199.5% | +27.0% | +172.5% | +168.7% |
| All | +340.2% | +58.2% | +282.1% | +318.1% |
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