+701.6%
CCL vs ZBRA
+9,227.6%
-8,526.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.3% |
| 7D | -5.0% | +1.8% | -6.8% | -5.5% |
| 30D | -20.3% | -1.7% | -18.7% | -20.0% |
| 3M | -15.1% | +47.8% | -62.9% | -25.3% |
| 6M | -15.1% | +56.7% | -71.9% | -26.8% |
| YTD | -21.8% | +49.4% | -71.2% | -31.8% |
| 1Y | -24.8% | +16.5% | -41.3% | -29.6% |
| 3Y | +51.9% | +31.5% | +20.4% | +37.1% |
| 5Y | +4.0% | -38.6% | +42.6% | +14.2% |
| 10Y | -42.2% | +421.0% | -463.2% | -60.6% |
| All | +701.6% | +9,227.6% | -8,526.0% | +212.7% |
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