+278.8%
SOXQ vs EXR
+5.6%
+273.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.8% |
| 7D | +2.3% | -3.2% | +5.5% | +3.5% |
| 30D | -3.9% | -6.9% | +3.0% | -1.5% |
| 3M | -4.7% | -7.8% | +3.1% | -2.6% |
| 6M | +47.9% | -4.9% | +52.8% | +49.0% |
| YTD | +64.3% | +7.2% | +57.2% | +57.6% |
| 1Y | +95.7% | -1.5% | +97.2% | +93.3% |
| 3Y | +231.5% | +22.3% | +209.2% | +186.5% |
| 5Y | +255.0% | -10.9% | +265.9% | +261.8% |
| All | +278.8% | +5.6% | +273.2% | +263.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling