-62.9%
CSGP vs ZBRA
-44.1%
-18.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.7% |
| 7D | -7.1% | -1.5% | -5.6% | -6.7% |
| 30D | +3.6% | -15.6% | +19.3% | +8.4% |
| 3M | -2.7% | -14.5% | +11.8% | +1.1% |
| 6M | -8.0% | +50.9% | -59.0% | -22.2% |
| YTD | -55.0% | +34.8% | -89.8% | -60.8% |
| 1Y | -55.8% | +28.3% | -84.1% | -60.8% |
| 3Y | -62.0% | +58.8% | -120.8% | -71.0% |
| 5Y | -62.9% | -44.0% | -18.9% | -52.4% |
| All | -62.9% | -44.1% | -18.9% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling