+69.2%
CVE vs ZBH
+3.8%
+65.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.5% | +2.7% |
| 7D | +0.1% | -2.4% | +2.5% | +0.1% |
| 30D | -10.8% | +16.6% | -27.4% | -11.3% |
| 3M | -4.3% | +10.8% | -15.2% | -4.5% |
| 6M | -1.5% | +35.8% | -37.2% | -3.8% |
| YTD | +70.7% | +20.5% | +50.2% | +68.1% |
| 1Y | +58.1% | +22.7% | +35.4% | +55.1% |
| All | +69.2% | +3.8% | +65.4% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling