-36.8%
CLX vs ZBRA
-40.4%
+3.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.0% |
| 7D | -4.9% | -1.8% | -3.1% | -4.8% |
| 30D | -15.8% | -8.8% | -7.0% | -15.1% |
| 3M | -7.9% | +47.2% | -55.2% | -11.0% |
| 6M | -19.0% | +61.3% | -80.3% | -22.5% |
| YTD | -7.9% | +42.0% | -49.9% | -11.2% |
| 1Y | -25.4% | +10.5% | -35.8% | -26.7% |
| 3Y | -35.0% | +34.5% | -69.5% | -38.8% |
| 5Y | -36.8% | -40.3% | +3.5% | -40.7% |
| All | -36.8% | -40.4% | +3.6% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling