+269.8%
CORZ vs ZBRA
+26.1%
+243.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.5% | +6.7% | +7.5% |
| 7D | +1.7% | -9.5% | +11.3% | +5.6% |
| 30D | -17.5% | -15.6% | -1.8% | -11.2% |
| 3M | -39.5% | -13.2% | -26.2% | -35.8% |
| 6M | -44.5% | +44.5% | -89.0% | -56.0% |
| YTD | -12.6% | +34.5% | -47.2% | -28.9% |
| 1Y | -37.0% | +25.9% | -62.9% | -46.5% |
| All | +269.8% | +26.1% | +243.7% | +242.5% |
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