-70.5%
SOXL vs EXPD
+21.8%
-92.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.7% | +19.6% | +17.8% |
| 7D | -17.6% | -5.5% | -12.1% | -6.8% |
| 30D | -59.8% | -1.9% | -57.9% | -56.1% |
| 3M | -59.9% | +6.1% | -66.0% | -59.5% |
| All | -70.5% | +21.8% | -92.3% | -73.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling