+935.4%
SOXL vs ZS
+504.0%
+431.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +0.3% |
| 7D | +18.4% | -3.8% | +22.2% | +20.8% |
| 30D | -3.2% | -6.0% | +2.8% | -0.4% |
| 3M | -37.6% | +32.0% | -69.6% | -51.4% |
| 6M | +136.1% | +2.1% | +133.9% | +89.1% |
| YTD | +199.5% | -26.2% | +225.6% | +195.0% |
| 1Y | +363.2% | -41.2% | +404.4% | +449.2% |
| 3Y | +496.5% | +3.3% | +493.2% | +391.2% |
| 5Y | +184.8% | -40.7% | +225.5% | +263.2% |
| All | +935.4% | +504.0% | +431.4% | +311.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling