-99.8%
SOXS vs EXPD
+56.9%
-156.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.1% |
| 7D | -16.6% | +1.2% | -17.7% | -15.9% |
| 30D | -4.4% | +5.2% | -9.6% | -0.7% |
| 3M | -26.2% | +13.2% | -39.4% | -18.8% |
| 6M | -99.3% | +30.3% | -129.6% | -99.0% |
| YTD | -99.5% | +27.0% | -126.6% | -99.4% |
| 1Y | -99.8% | +57.3% | -157.1% | -99.7% |
| All | -99.8% | +56.9% | -156.6% | -99.7% |
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