+112.1%
SOXL vs ZBRA
+60.9%
+51.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.8% | -7.8% |
| 7D | +8.5% | -3.8% | +12.2% | +11.9% |
| 30D | -13.0% | -10.2% | -2.8% | -4.7% |
| 3M | -35.9% | +58.7% | -94.6% | -59.1% |
| 6M | +112.1% | +61.9% | +50.1% | +27.3% |
| All | +112.1% | +60.9% | +51.1% | +27.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling