+357.4%
SOXL vs ZYBT
-83.2%
+440.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.1% | +9.9% |
| 7D | +5.3% | -6.9% | +12.3% | +5.3% |
| 30D | -11.2% | -31.8% | +20.6% | -11.2% |
| 3M | -55.4% | +94.0% | -149.3% | -55.3% |
| 6M | +107.1% | +99.0% | +8.1% | +102.0% |
| YTD | +179.0% | +40.0% | +139.0% | +179.0% |
| 1Y | +357.4% | -79.5% | +436.9% | +402.3% |
| All | +357.4% | -83.2% | +440.6% | +402.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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