+67.3%
CSGP vs ZBH
+16.4%
+50.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.2% |
| 7D | -1.8% | +11.3% | -13.1% | -6.1% |
| 30D | +5.3% | +21.5% | -16.2% | -2.7% |
| 3M | +3.3% | +12.5% | -9.2% | -1.5% |
| 6M | -4.7% | +32.3% | -36.9% | -14.7% |
| YTD | -53.5% | +21.4% | -75.0% | -57.4% |
| 1Y | -53.7% | +23.7% | -77.4% | -57.9% |
| 3Y | -59.7% | +7.0% | -66.8% | -62.2% |
| 5Y | -62.5% | -13.2% | -49.3% | -62.1% |
| 10Y | +67.3% | +19.3% | +48.0% | +42.1% |
| All | +67.3% | +16.4% | +50.9% | +42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling