+444.5%
CORZ vs ZBRA
+36.0%
+408.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.8% | +7.5% | +5.9% |
| 7D | +16.6% | +2.6% | +14.0% | +15.2% |
| 30D | -10.9% | -6.4% | -4.5% | -8.3% |
| 3M | -31.0% | +51.3% | -82.3% | -45.8% |
| 6M | +26.0% | +60.5% | -34.5% | -4.9% |
| YTD | +28.6% | +45.2% | -16.5% | +1.5% |
| 1Y | +34.5% | +12.3% | +22.1% | +22.1% |
| All | +444.5% | +36.0% | +408.4% | +388.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling