+55.4%
CAH vs ZBRA
+14.4%
+41.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.5% | -0.5% |
| 7D | -5.1% | -3.4% | -1.7% | -5.3% |
| 30D | +0.2% | -7.4% | +7.6% | -0.4% |
| 3M | +6.3% | +57.5% | -51.2% | +11.4% |
| 6M | +9.4% | +64.0% | -54.6% | +15.9% |
| YTD | +15.0% | +44.3% | -29.3% | +19.8% |
| 1Y | +55.4% | +10.9% | +44.6% | +60.2% |
| All | +55.4% | +14.4% | +41.0% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling