-62.8%
CSGP vs ZBH
-15.7%
-47.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.2% |
| 7D | -4.1% | -2.8% | -1.3% | -3.3% |
| 30D | +2.3% | -0.1% | +2.4% | +2.4% |
| 3M | -8.2% | +13.4% | -21.6% | -10.8% |
| 6M | -35.1% | +3.0% | -38.0% | -35.8% |
| YTD | -54.0% | +9.7% | -63.7% | -55.3% |
| 1Y | -65.3% | -5.4% | -59.9% | -65.2% |
| All | -62.8% | -15.7% | -47.1% | -61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling