+32.3%
CCJ vs ZBRA
+18.2%
+14.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | 0.0% |
| 7D | +0.7% | +1.8% | -1.0% | +0.6% |
| 30D | +6.9% | -1.7% | +8.6% | +7.0% |
| 3M | -11.6% | +47.8% | -59.4% | -14.1% |
| 6M | -16.2% | +56.7% | -73.0% | -19.0% |
| YTD | +10.1% | +49.4% | -39.3% | +7.0% |
| 1Y | +32.3% | +16.5% | +15.7% | +15.0% |
| All | +32.3% | +18.2% | +14.1% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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