+25.6%
CTAS vs ZBRA
+25.3%
+0.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.3% |
| 7D | +7.6% | -13.6% | +21.2% | +8.2% |
| 30D | +17.2% | -11.5% | +28.7% | +17.7% |
| 3M | +12.8% | -9.9% | +22.6% | +13.1% |
| 6M | +38.0% | +48.6% | -10.6% | +33.6% |
| YTD | +22.7% | +36.9% | -14.2% | +18.8% |
| 1Y | +25.6% | +27.7% | -2.0% | +22.8% |
| All | +25.6% | +25.3% | +0.4% | +22.8% |
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