+1,604.2%
CCJ vs ZBRA
+2,522.2%
-918.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.8% | +4.0% | +1.9% |
| 7D | +5.9% | +2.6% | +3.4% | +5.3% |
| 30D | +4.7% | -6.4% | +11.1% | +6.3% |
| 3M | -3.3% | +51.3% | -54.6% | -12.9% |
| 6M | -7.0% | +60.5% | -67.5% | -17.8% |
| YTD | +11.5% | +45.2% | -33.7% | +0.3% |
| 1Y | +32.3% | +12.3% | +19.9% | +25.2% |
| 3Y | +176.8% | +37.5% | +139.3% | +145.1% |
| 5Y | +351.8% | -39.2% | +391.0% | +371.3% |
| 10Y | +1,080.5% | +417.0% | +663.5% | +649.4% |
| All | +1,604.2% | +2,522.2% | -918.0% | +686.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling