+178.7%
SOXQ vs EXR
-1.8%
+180.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.6% | -3.5% |
| 7D | +8.2% | -0.4% | +8.6% | +8.3% |
| 30D | -13.2% | +18.2% | -31.4% | -18.3% |
| 3M | -18.5% | +7.3% | -25.9% | -20.8% |
| 6M | -15.4% | +13.8% | -29.3% | -20.3% |
| YTD | +43.6% | +25.9% | +17.6% | +29.5% |
| 1Y | +49.2% | +25.8% | +23.4% | +34.5% |
| 3Y | +190.2% | +53.7% | +136.5% | +127.6% |
| All | +178.7% | -1.8% | +180.4% | +168.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling