+28.0%
CB vs ZS
-39.0%
+67.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | +2.9% | -2.6% | +5.6% | +2.9% |
| 30D | +7.3% | -12.8% | +20.1% | +7.1% |
| 3M | +9.4% | +2.3% | +7.1% | +9.2% |
| 6M | +19.6% | +26.3% | -6.6% | +20.3% |
| YTD | +21.5% | -14.4% | +35.9% | +18.5% |
| 1Y | +28.0% | -37.6% | +65.6% | +24.9% |
| All | +28.0% | -39.0% | +67.0% | +24.9% |
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