+47.7%
SOXQ vs EXR
+28.1%
+19.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.1% | -6.2% | -2.5% |
| 7D | -12.1% | +11.3% | -23.3% | -10.5% |
| 30D | -22.0% | +21.2% | -43.2% | -19.8% |
| 3M | -15.6% | +8.7% | -24.3% | -14.0% |
| 6M | -2.4% | +18.2% | -20.6% | -2.4% |
| YTD | +45.4% | +27.9% | +17.4% | +46.0% |
| 1Y | +47.7% | +28.3% | +19.4% | +48.0% |
| All | +47.7% | +28.1% | +19.6% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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