-91.6%
SOXS vs EXPD
+53.8%
-145.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.2% | +12.0% | +6.1% |
| 7D | +46.7% | +0.3% | +46.4% | +47.2% |
| 30D | +97.0% | +1.8% | +95.1% | +100.2% |
| 3M | +39.5% | +8.9% | +30.6% | +50.9% |
| 6M | -54.9% | +42.2% | -97.2% | -38.4% |
| YTD | -90.4% | +33.4% | -123.7% | -86.0% |
| 1Y | -91.6% | +47.2% | -138.8% | -85.1% |
| All | -91.6% | +53.8% | -145.4% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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