+10.3%
CLX vs ZBH
+16.6%
-6.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.7% |
| 7D | +9.5% | -2.3% | +11.8% | +10.4% |
| 30D | +30.7% | +12.5% | +18.2% | +24.6% |
| 3M | +4.2% | +3.9% | +0.3% | +2.1% |
| 6M | +22.1% | +25.4% | -3.3% | +12.1% |
| YTD | +14.1% | +15.7% | -1.6% | +5.5% |
| 1Y | +10.3% | +15.2% | -4.9% | +2.3% |
| All | +10.3% | +16.6% | -6.3% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling