+22.1%
CB vs ZS
-41.1%
+63.2%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -1.5% |
| 7D | -0.6% | -9.2% | +8.6% | -0.7% |
| 30D | -3.9% | -4.0% | +0.1% | -3.9% |
| 3M | +4.9% | +25.3% | -20.4% | +5.1% |
| 6M | +3.3% | -1.3% | +4.6% | +3.3% |
| YTD | +8.5% | -28.0% | +36.5% | +6.9% |
| 1Y | +22.1% | -42.5% | +64.6% | +17.6% |
| All | +22.1% | -41.1% | +63.2% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling