-60.3%
CSGP vs ZBRA
+50.6%
-110.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +1.3% | -10.9% | +12.1% | +3.5% |
| 30D | +10.7% | -16.6% | +27.3% | +14.4% |
| 3M | +3.3% | -11.6% | +14.9% | +5.2% |
| 6M | -10.3% | +40.2% | -50.5% | -19.5% |
| YTD | -54.6% | +32.6% | -87.2% | -58.9% |
| 1Y | -54.6% | +24.7% | -79.3% | -58.3% |
| 3Y | -60.3% | +56.3% | -116.6% | -69.9% |
| All | -60.3% | +50.6% | -110.9% | -69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling