-39.6%
ZBRA vs SOXQ
+258.1%
-297.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +18.9% |
| YTD | +44.3% | +67.2% | -23.0% | -4.1% |
| 1Y | +10.9% | +98.0% | -87.1% | -35.0% |
| 3Y | +37.5% | +237.2% | -199.6% | -48.3% |
| All | -39.6% | +258.1% | -297.7% | -79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling