+41.5%
CSX vs ZBRA
+21.2%
+20.3%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -5.5% | -10.9% | +5.3% | -4.4% |
| 30D | +4.9% | -16.6% | +21.5% | +6.9% |
| 3M | -2.9% | -11.6% | +8.7% | -1.8% |
| 6M | +8.3% | +40.2% | -31.8% | +2.9% |
| YTD | +36.7% | +32.6% | +4.1% | +28.4% |
| 1Y | +41.5% | +24.7% | +16.8% | +36.0% |
| All | +41.5% | +21.2% | +20.3% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling