+55.9%
SOXL vs EXPE
+48.9%
+7.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.5% | -19.3% | -6.4% |
| 7D | -37.9% | +14.6% | -52.5% | -35.7% |
| 30D | -59.4% | +21.4% | -80.8% | -57.7% |
| 3M | -52.3% | +1.4% | -53.7% | -50.9% |
| 6M | -47.7% | +28.6% | -76.3% | -48.4% |
| YTD | +58.8% | +12.1% | +46.6% | +65.1% |
| 1Y | +55.9% | +50.0% | +5.9% | +50.3% |
| All | +55.9% | +48.9% | +7.0% | +50.3% |
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