-25.9%
CCJ vs ZBRA
+25.3%
-51.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -14.5% | -13.6% | -0.9% | -11.6% |
| 30D | -18.1% | -11.5% | -6.5% | -15.7% |
| 3M | -23.0% | -9.9% | -13.1% | -21.1% |
| 6M | -39.4% | +48.6% | -88.0% | -44.5% |
| YTD | -21.7% | +36.9% | -58.6% | -28.7% |
| 1Y | -25.9% | +27.7% | -53.6% | -28.8% |
| All | -25.9% | +25.3% | -51.2% | -28.8% |
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