-32.3%
ZBRA vs SOXQ
+279.9%
-312.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +1.4% |
| 7D | -3.8% | +2.3% | -6.1% | -5.2% |
| 30D | -10.2% | -3.9% | -6.3% | -8.3% |
| 3M | +58.7% | -4.7% | +63.4% | +59.0% |
| 6M | +61.9% | +47.9% | +14.0% | +18.4% |
| YTD | +41.7% | +64.3% | -22.7% | -4.7% |
| 1Y | +12.4% | +95.7% | -83.4% | -33.5% |
| 3Y | +34.2% | +231.5% | -197.3% | -48.6% |
| 5Y | -40.8% | +255.0% | -295.7% | -79.2% |
| All | -32.3% | +279.9% | -312.3% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling