-67.1%
ZM vs SOXQ
+258.1%
-325.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.7% |
| 7D | -5.7% | +0.8% | -6.4% | -6.0% |
| 30D | -9.1% | -4.6% | -4.5% | -7.4% |
| 3M | +3.5% | -10.2% | +13.7% | +5.6% |
| 6M | +25.7% | +49.7% | -24.0% | -3.7% |
| YTD | +10.8% | +67.2% | -56.5% | -20.6% |
| 1Y | +12.8% | +98.0% | -85.2% | -27.4% |
| 3Y | +33.1% | +237.2% | -204.0% | -48.2% |
| All | -67.1% | +258.1% | -325.2% | -88.4% |
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