-63.2%
CSGP vs ZBH
-19.6%
-43.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.2% |
| 7D | +1.3% | +11.7% | -10.5% | -3.2% |
| 30D | +10.7% | +19.3% | -8.6% | +3.2% |
| 3M | +3.3% | +8.9% | -5.6% | -0.2% |
| 6M | -10.3% | +28.2% | -38.5% | -18.3% |
| YTD | -54.6% | +18.4% | -72.9% | -57.7% |
| 1Y | -54.6% | +20.6% | -75.2% | -58.2% |
| 3Y | -60.3% | -0.6% | -59.7% | -61.6% |
| All | -63.2% | -19.6% | -43.6% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling