+357.4%
SOXL vs ZBRA
+18.2%
+339.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.5% | +8.4% | +8.6% |
| 7D | +5.3% | +1.8% | +3.6% | +3.9% |
| 30D | -11.2% | -1.7% | -9.5% | -9.6% |
| 3M | -55.4% | +47.8% | -103.1% | -68.0% |
| 6M | +107.1% | +56.7% | +50.4% | +38.5% |
| YTD | +179.0% | +49.4% | +129.7% | +85.9% |
| 1Y | +357.4% | +16.5% | +340.8% | +294.2% |
| All | +357.4% | +18.2% | +339.2% | +294.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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