+45.9%
CSCO vs ZBRA
+25.3%
+20.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | -6.1% | -13.6% | +7.5% | -4.0% |
| 30D | -8.2% | -11.5% | +3.3% | -6.5% |
| 3M | -14.6% | -9.9% | -4.7% | -13.3% |
| 6M | +12.7% | +48.6% | -35.9% | +8.2% |
| YTD | +37.0% | +36.9% | +0.1% | +28.8% |
| 1Y | +45.9% | +27.7% | +18.2% | +38.0% |
| All | +45.9% | +25.3% | +20.6% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling