+152.8%
CDE vs ZS
+498.3%
-345.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.5% | +1.0% |
| 7D | -3.1% | -3.1% | 0.0% | -2.5% |
| 30D | +9.5% | -7.2% | +16.7% | +10.8% |
| 3M | +25.5% | +30.5% | -5.0% | +18.2% |
| 6M | -7.9% | +7.0% | -14.9% | -12.3% |
| YTD | +15.6% | -26.8% | +42.4% | +18.7% |
| 1Y | +34.0% | -42.6% | +76.6% | +44.7% |
| 3Y | +791.9% | -0.3% | +792.2% | +739.7% |
| 5Y | +197.7% | -39.2% | +236.9% | +189.6% |
| All | +152.8% | +498.3% | -345.5% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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