+31.8%
CLX vs ZBH
+17.7%
+14.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.3% |
| 7D | +9.5% | -2.3% | +11.8% | +9.8% |
| 30D | +30.7% | +12.5% | +18.2% | +28.7% |
| 3M | +4.2% | +3.9% | +0.3% | +3.6% |
| 6M | +22.1% | +25.4% | -3.3% | +18.8% |
| YTD | +14.1% | +15.7% | -1.6% | +11.8% |
| 1Y | +10.3% | +15.2% | -4.9% | +8.2% |
| 3Y | -7.8% | +0.3% | -8.1% | -8.7% |
| 5Y | -20.8% | -16.1% | -4.8% | -21.2% |
| All | +31.8% | +17.7% | +14.1% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling