-0.9%
CCL vs ZBRA
-40.4%
+39.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -0.9% |
| 7D | -4.4% | -1.8% | -2.6% | -3.4% |
| 30D | -18.2% | -8.8% | -9.4% | -13.8% |
| 3M | -17.7% | +47.2% | -64.9% | -36.9% |
| 6M | -13.0% | +61.3% | -74.3% | -37.8% |
| YTD | -24.5% | +42.0% | -66.5% | -42.2% |
| 1Y | -26.9% | +10.5% | -37.4% | -34.8% |
| 3Y | +50.8% | +34.5% | +16.2% | +13.3% |
| 5Y | -0.9% | -40.3% | +39.4% | +7.5% |
| All | -0.9% | -40.4% | +39.5% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling