+4,921.3%
SOXL vs ZBH
-16.2%
+4,937.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +4.0% |
| 7D | +3.9% | -4.7% | +8.5% | +9.2% |
| 30D | -14.3% | -4.5% | -9.8% | -11.1% |
| 3M | -45.6% | +7.6% | -53.2% | -54.7% |
| 6M | +117.2% | +0.3% | +116.9% | +90.5% |
| YTD | +189.8% | +4.5% | +185.3% | +137.5% |
| 1Y | +317.7% | -9.4% | +327.1% | +283.5% |
| 3Y | +478.6% | -21.5% | +500.1% | +491.6% |
| 5Y | +169.5% | -28.4% | +197.9% | +247.4% |
| All | +4,921.3% | -16.2% | +4,937.5% | +5,913.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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