+872.2%
CDW vs ZBRA
+714.8%
+157.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.8% | +6.0% | +7.2% |
| 7D | +0.9% | -3.4% | +4.3% | +2.2% |
| 30D | +13.1% | -7.4% | +20.5% | +16.1% |
| 3M | +19.7% | +57.5% | -37.8% | +0.9% |
| 6M | +30.7% | +64.0% | -33.3% | +7.8% |
| YTD | +14.7% | +44.3% | -29.6% | -1.8% |
| 1Y | -5.3% | +10.9% | -16.2% | -11.4% |
| 3Y | -23.8% | +37.5% | -61.4% | -35.6% |
| 5Y | -16.8% | -39.7% | +22.8% | -10.6% |
| 10Y | +299.0% | +429.9% | -130.9% | +144.6% |
| All | +872.2% | +714.8% | +157.3% | +422.7% |
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