+6,646.7%
CB vs ZBRA
+6,701.4%
-54.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.1% |
| 7D | +0.5% | +1.8% | -1.3% | +0.2% |
| 30D | -3.1% | -1.7% | -1.4% | -2.9% |
| 3M | +9.0% | +47.8% | -38.8% | +1.6% |
| 6M | +2.9% | +56.7% | -53.9% | -5.3% |
| YTD | +10.1% | +49.4% | -39.3% | +1.8% |
| 1Y | +22.8% | +16.5% | +6.2% | +17.6% |
| 3Y | +73.8% | +31.5% | +42.3% | +58.9% |
| 5Y | +99.2% | -38.6% | +137.8% | +101.5% |
| 10Y | +218.2% | +421.0% | -202.7% | +120.8% |
| All | +6,646.7% | +6,701.4% | -54.7% | +3,334.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling