+2,300.5%
CLX vs ZBRA
+9,227.6%
-6,927.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -9.2% | +1.8% | -11.0% | -9.4% |
| 30D | -11.0% | -1.7% | -9.4% | -11.0% |
| 3M | +5.0% | +47.8% | -42.7% | +1.8% |
| 6M | -18.8% | +56.7% | -75.6% | -21.8% |
| YTD | -4.4% | +49.4% | -53.8% | -7.7% |
| 1Y | -21.9% | +16.5% | -38.4% | -23.3% |
| 3Y | -32.8% | +31.5% | -64.2% | -35.3% |
| 5Y | -34.6% | -38.6% | +4.0% | -34.3% |
| 10Y | -4.7% | +421.0% | -425.6% | -20.1% |
| All | +2,300.5% | +9,227.6% | -6,927.1% | +1,472.2% |
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