+208.7%
CB vs ZS
+599.9%
-391.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | +2.9% | -2.6% | +5.6% | +3.0% |
| 30D | +7.3% | -12.8% | +20.1% | +7.5% |
| 3M | +9.4% | +2.3% | +7.1% | +9.2% |
| 6M | +19.6% | +26.3% | -6.6% | +18.8% |
| YTD | +21.5% | -14.4% | +35.9% | +21.3% |
| 1Y | +28.0% | -37.6% | +65.6% | +28.6% |
| 3Y | +74.9% | +8.0% | +66.8% | +73.2% |
| 5Y | +108.1% | -44.9% | +153.0% | +106.0% |
| All | +208.7% | +599.9% | -391.2% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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