+189.0%
CDE vs ZBH
-28.6%
+217.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.7% |
| 7D | -3.1% | -4.7% | +1.6% | -1.2% |
| 30D | +9.5% | -4.5% | +14.0% | +11.4% |
| 3M | +25.5% | +7.6% | +17.9% | +20.8% |
| 6M | -7.9% | +0.3% | -8.2% | -8.8% |
| YTD | +15.6% | +4.5% | +11.0% | +12.3% |
| 1Y | +34.0% | -9.4% | +43.4% | +36.9% |
| 3Y | +791.9% | -21.5% | +813.4% | +871.6% |
| All | +189.0% | -28.6% | +217.6% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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