+53.1%
CNP vs ZBRA
+34.1%
+19.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.2% |
| 7D | +1.6% | +2.6% | -0.9% | +1.6% |
| 30D | -0.8% | -6.4% | +5.6% | -0.7% |
| 3M | -3.6% | +51.3% | -54.8% | -4.3% |
| 6M | -6.9% | +60.5% | -67.4% | -7.9% |
| YTD | +6.4% | +45.2% | -38.8% | +5.6% |
| 1Y | +9.9% | +12.3% | -2.4% | +10.0% |
| 3Y | +53.1% | +37.5% | +15.6% | +46.1% |
| All | +53.1% | +34.1% | +19.0% | +46.1% |
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