+8.9%
CRCL vs ZBH
+3.2%
+5.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.4% |
| 7D | -11.2% | -4.7% | -6.5% | -11.6% |
| 30D | +27.1% | -4.5% | +31.6% | +26.5% |
| 3M | +9.6% | +7.6% | +2.1% | +10.1% |
| 6M | -19.7% | +0.3% | -20.0% | -18.2% |
| YTD | +14.2% | +4.5% | +9.7% | +17.1% |
| 1Y | -32.2% | -9.4% | -22.8% | -30.7% |
| All | +8.9% | +3.2% | +5.7% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling