+1,215.4%
CCI vs ZBH
+272.6%
+942.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +1.4% |
| 7D | +0.2% | -5.2% | +5.4% | +1.8% |
| 30D | +0.5% | -2.4% | +2.9% | +1.2% |
| 3M | -16.3% | +8.3% | -24.5% | -18.7% |
| 6M | -13.9% | +0.7% | -14.6% | -14.8% |
| YTD | -12.4% | +5.3% | -17.8% | -14.8% |
| 1Y | -15.2% | -9.1% | -6.1% | -14.1% |
| 3Y | -9.9% | -19.7% | +9.8% | -6.1% |
| 5Y | -50.8% | -31.3% | -19.6% | -47.0% |
| 10Y | +18.3% | -18.9% | +37.2% | +14.2% |
| All | +1,215.4% | +272.6% | +942.8% | +754.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling