+68.6%
CSX vs ZBRA
+50.6%
+18.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -5.5% | -10.9% | +5.3% | -3.6% |
| 30D | +4.9% | -16.6% | +21.5% | +8.3% |
| 3M | -2.9% | -11.6% | +8.7% | -0.9% |
| 6M | +8.3% | +40.2% | -31.8% | -0.3% |
| YTD | +36.7% | +32.6% | +4.1% | +26.3% |
| 1Y | +41.5% | +24.7% | +16.8% | +32.6% |
| 3Y | +68.6% | +56.3% | +12.3% | +45.4% |
| All | +68.6% | +50.6% | +18.0% | +45.4% |
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 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