+56.1%
CDE vs ZBRA
+435.2%
-379.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.7% | +0.5% |
| 7D | -3.1% | -3.4% | +0.3% | -1.9% |
| 30D | +9.5% | -7.4% | +16.9% | +12.3% |
| 3M | +25.5% | +57.5% | -32.0% | +5.1% |
| 6M | -7.9% | +64.0% | -71.9% | -24.3% |
| YTD | +15.6% | +44.3% | -28.7% | -1.8% |
| 1Y | +34.0% | +10.9% | +23.2% | +24.6% |
| 3Y | +791.9% | +37.5% | +754.4% | +649.2% |
| 5Y | +197.7% | -39.7% | +237.4% | +209.7% |
| All | +56.1% | +435.2% | -379.2% | -5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling