+9,796.8%
CI vs ZBRA
+8,072.8%
+1,724.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.3% |
| 7D | -1.7% | -1.2% | -0.5% | -1.6% |
| 30D | +4.9% | -17.8% | +22.6% | +7.9% |
| 3M | +7.4% | -16.0% | +23.4% | +10.1% |
| 6M | +0.4% | +31.4% | -31.1% | -5.3% |
| YTD | +9.5% | +30.9% | -21.4% | +2.7% |
| 1Y | +12.0% | +24.3% | -12.3% | +5.9% |
| 3Y | +7.1% | +54.2% | -47.1% | -5.3% |
| 5Y | +49.3% | -46.3% | +95.6% | +53.7% |
| 10Y | +146.6% | +375.2% | -228.6% | +71.8% |
| All | +9,796.8% | +8,072.8% | +1,724.1% | +4,568.3% |
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