+357.4%
SOXL vs EXPE
+40.7%
+316.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.7% | +11.6% | +9.8% |
| 7D | +5.3% | -9.5% | +14.9% | +5.0% |
| 30D | -11.2% | -6.6% | -4.6% | -11.4% |
| 3M | -55.4% | +31.4% | -86.7% | -57.9% |
| 6M | +107.1% | +35.2% | +71.9% | +88.5% |
| YTD | +179.0% | +5.8% | +173.2% | +179.2% |
| 1Y | +357.4% | +38.7% | +318.7% | +350.8% |
| All | +357.4% | +40.7% | +316.7% | +350.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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