+55.9%
SOXL vs ZS
-31.8%
+87.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.5% | -8.8% |
| 7D | -37.9% | -12.3% | -25.6% | -38.3% |
| 30D | -59.4% | +11.2% | -70.6% | -58.8% |
| 3M | -52.3% | +37.5% | -89.8% | -50.0% |
| 6M | -47.7% | +57.8% | -105.5% | -42.9% |
| YTD | +58.8% | -0.2% | +59.0% | +99.0% |
| 1Y | +55.9% | -31.6% | +87.5% | +108.2% |
| All | +55.9% | -31.8% | +87.7% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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