-31.1%
ZBRA vs SOXQ
+286.7%
-317.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | +0.1% | +0.8% |
| 7D | -3.4% | +0.8% | -4.2% | -3.9% |
| 30D | -7.4% | -4.6% | -2.8% | -5.0% |
| 3M | +57.5% | -10.2% | +67.7% | +64.2% |
| 6M | +64.0% | +49.7% | +14.3% | +19.0% |
| YTD | +44.3% | +67.2% | -23.0% | -3.9% |
| 1Y | +10.9% | +98.0% | -87.1% | -34.9% |
| 3Y | +37.5% | +237.2% | -199.6% | -47.9% |
| 5Y | -39.7% | +261.3% | -300.9% | -79.0% |
| All | -31.1% | +286.7% | -317.8% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling