+4,369.3%
CNC vs ZBH
+269.1%
+4,100.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | -4.9% | -4.9% | 0.0% | -2.9% |
| 30D | -3.8% | -3.2% | -0.5% | -2.5% |
| 3M | -3.2% | +5.8% | -9.1% | -6.0% |
| 6M | +47.9% | +2.0% | +45.9% | +44.3% |
| YTD | +55.7% | +5.8% | +49.9% | +49.5% |
| 1Y | +106.2% | -7.9% | +114.2% | +108.1% |
| 3Y | -2.1% | -19.4% | +17.3% | +2.5% |
| 5Y | +3.4% | -29.5% | +32.9% | +11.9% |
| 10Y | +91.7% | -15.5% | +107.2% | +82.2% |
| All | +4,369.3% | +269.1% | +4,100.2% | +2,271.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling