+251.7%
CB vs ZBRA
+382.3%
-130.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.9% | +0.8% |
| 7D | +2.9% | +0.6% | +2.3% | +2.8% |
| 30D | +7.3% | -14.0% | +21.3% | +9.6% |
| 3M | +9.4% | -14.7% | +24.1% | +11.7% |
| 6M | +19.6% | +31.3% | -11.7% | +13.2% |
| YTD | +21.5% | +33.4% | -12.0% | +14.0% |
| 1Y | +28.0% | +34.1% | -6.1% | +19.9% |
| 3Y | +74.9% | +59.9% | +15.0% | +51.7% |
| 5Y | +108.1% | -45.3% | +153.4% | +122.0% |
| All | +251.7% | +382.3% | -130.6% | +176.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling