+22.4%
CCI vs ZBH
-16.2%
+38.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +2.0% |
| 7D | -0.3% | -4.7% | +4.4% | +1.1% |
| 30D | +2.2% | -4.5% | +6.7% | +3.5% |
| 3M | -16.9% | +7.6% | -24.5% | -18.8% |
| 6M | -11.5% | +0.3% | -11.8% | -12.2% |
| YTD | -12.8% | +4.5% | -17.4% | -14.8% |
| 1Y | -17.1% | -9.4% | -7.7% | -15.9% |
| 3Y | -9.6% | -21.5% | +11.8% | -5.3% |
| 5Y | -48.9% | -28.4% | -20.5% | -46.0% |
| All | +22.4% | -16.2% | +38.6% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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