+8.5%
CRCL vs ZBH
+2.0%
+6.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -3.1% |
| 7D | -12.5% | -6.6% | -6.0% | -13.0% |
| 30D | +26.9% | -4.9% | +31.9% | +26.3% |
| 3M | +14.4% | +5.1% | +9.3% | +14.7% |
| 6M | -23.5% | +1.3% | -24.9% | -22.0% |
| YTD | +13.9% | +3.4% | +10.5% | +16.6% |
| 1Y | -20.6% | -8.7% | -11.9% | -18.8% |
| All | +8.5% | +2.0% | +6.5% | +25.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling