+3,225.2%
CSGP vs ZBRA
+1,625.1%
+1,600.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +1.3% | -10.9% | +12.1% | +5.0% |
| 30D | +10.7% | -16.6% | +27.3% | +16.8% |
| 3M | +3.3% | -11.6% | +14.9% | +6.7% |
| 6M | -10.3% | +40.2% | -50.5% | -22.5% |
| YTD | -54.6% | +32.6% | -87.2% | -60.4% |
| 1Y | -54.6% | +24.7% | -79.3% | -59.7% |
| 3Y | -60.3% | +56.3% | -116.6% | -68.6% |
| 5Y | -63.3% | -47.0% | -16.3% | -59.6% |
| 10Y | +66.5% | +411.4% | -344.9% | -20.1% |
| All | +3,225.2% | +1,625.1% | +1,600.1% | +666.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling