+9,024.4%
CRS vs ZBRA
+8,965.3%
+59.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -2.7% |
| 7D | -3.1% | +2.6% | -5.6% | -3.8% |
| 30D | -19.6% | -6.4% | -13.2% | -18.1% |
| 3M | -8.1% | +51.3% | -59.4% | -19.5% |
| 6M | +18.6% | +60.5% | -41.9% | +1.8% |
| YTD | +45.9% | +45.2% | +0.7% | +27.7% |
| 1Y | +82.5% | +12.3% | +70.1% | +71.5% |
| 3Y | +648.9% | +37.5% | +611.4% | +556.2% |
| 5Y | +1,438.1% | -39.2% | +1,477.3% | +1,535.8% |
| 10Y | +1,327.0% | +417.0% | +910.0% | +783.1% |
| All | +9,024.4% | +8,965.3% | +59.1% | +3,787.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling