0.0%
CNC vs ZBRA
+35.9%
-35.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.3% | +1.5% |
| 7D | -0.9% | -3.4% | +2.5% | -0.8% |
| 30D | -1.0% | -7.4% | +6.4% | -0.7% |
| 3M | +4.5% | +57.5% | -53.0% | +3.1% |
| 6M | +85.2% | +64.0% | +21.2% | +82.4% |
| YTD | +61.4% | +44.3% | +17.1% | +59.0% |
| 1Y | +94.9% | +10.9% | +84.0% | +92.7% |
| 3Y | 0.0% | +37.5% | -37.5% | -0.4% |
| All | 0.0% | +35.9% | -35.9% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling