+245.6%
CRH vs ZBRA
+435.2%
-189.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.4% |
| 7D | -6.1% | -3.4% | -2.6% | -5.0% |
| 30D | -9.3% | -7.4% | -1.9% | -7.0% |
| 3M | -15.2% | +57.5% | -72.7% | -28.6% |
| 6M | -14.2% | +64.0% | -78.2% | -29.3% |
| YTD | -28.3% | +44.3% | -72.5% | -38.6% |
| 1Y | -21.8% | +10.9% | -32.6% | -27.1% |
| 3Y | +71.6% | +37.5% | +34.1% | +43.6% |
| 5Y | +96.6% | -39.7% | +136.3% | +110.1% |
| All | +245.6% | +435.2% | -189.6% | +108.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling