+73.2%
CVE vs ZBH
+11.3%
+61.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +13.5% | -21.1% | -5.5% |
| 7D | -12.1% | +14.3% | -26.4% | -9.9% |
| 30D | -9.8% | +20.3% | -30.1% | -7.2% |
| 3M | -0.7% | +15.3% | -16.0% | +2.0% |
| 6M | -4.3% | +33.9% | -38.3% | -1.2% |
| YTD | +70.6% | +23.5% | +47.1% | +75.7% |
| 1Y | +73.2% | +7.9% | +65.3% | +78.4% |
| All | +73.2% | +11.3% | +61.8% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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