+33.1%
ZM vs SOXQ
+232.9%
-199.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.2% |
| 7D | -5.7% | +0.8% | -6.4% | -5.8% |
| 30D | -9.1% | -4.6% | -4.5% | -8.4% |
| 3M | +3.5% | -10.2% | +13.7% | +4.4% |
| 6M | +25.7% | +49.7% | -24.0% | +11.1% |
| YTD | +10.8% | +67.2% | -56.5% | -4.9% |
| 1Y | +12.8% | +98.0% | -85.2% | -7.8% |
| 3Y | +33.1% | +237.2% | -204.0% | -19.8% |
| All | +33.1% | +232.9% | -199.8% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling