+60.0%
CSGP vs ZBRA
+382.3%
-322.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +0.9% | +2.3% |
| 7D | +1.3% | +0.6% | +0.7% | +1.2% |
| 30D | +2.8% | -14.0% | +16.9% | +7.2% |
| 3M | -6.3% | -14.7% | +8.3% | -2.4% |
| 6M | -3.2% | +31.3% | -34.5% | -13.8% |
| YTD | -54.0% | +33.4% | -87.4% | -59.7% |
| 1Y | -54.8% | +34.1% | -88.9% | -60.6% |
| 3Y | -60.6% | +59.9% | -120.5% | -69.2% |
| 5Y | -62.6% | -45.3% | -17.4% | -59.1% |
| All | +60.0% | +382.3% | -322.3% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling