+5,249.6%
CRS vs ZBH
+274.1%
+4,975.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.3% |
| 7D | -0.5% | -4.9% | +4.4% | +2.3% |
| 30D | -18.1% | -3.2% | -14.9% | -16.7% |
| 3M | -12.4% | +5.8% | -18.3% | -16.4% |
| 6M | +15.9% | +2.0% | +14.0% | +12.1% |
| YTD | +45.8% | +5.8% | +40.0% | +37.6% |
| 1Y | +87.8% | -7.9% | +95.7% | +88.3% |
| 3Y | +648.7% | -19.4% | +668.1% | +681.2% |
| 5Y | +1,416.6% | -29.5% | +1,446.1% | +1,590.3% |
| 10Y | +1,412.7% | -15.5% | +1,428.2% | +1,421.9% |
| All | +5,249.6% | +274.1% | +4,975.4% | +2,810.2% |
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 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