+301.6%
CHTR vs ZBH
+75.9%
+225.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.3% | +7.3% | +5.7% |
| 7D | -7.1% | -6.6% | -0.6% | -5.1% |
| 30D | -10.9% | -4.9% | -5.9% | -9.3% |
| 3M | +2.0% | +5.1% | -3.1% | +0.2% |
| 6M | -35.9% | +1.3% | -37.3% | -36.4% |
| YTD | -32.7% | +3.4% | -36.0% | -33.6% |
| 1Y | -46.6% | -8.7% | -37.9% | -45.6% |
| 3Y | -66.7% | -21.2% | -45.5% | -65.0% |
| 5Y | -82.1% | -29.2% | -52.9% | -80.8% |
| 10Y | -46.8% | -17.5% | -29.3% | -49.2% |
| All | +301.6% | +75.9% | +225.7% | +175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling