+57.7%
CVE vs ZBH
+0.1%
+57.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | -16.1% | +11.7% | -27.8% | -16.5% |
| 30D | -10.4% | +19.3% | -29.7% | -11.3% |
| 3M | -2.4% | +8.9% | -11.3% | -2.6% |
| 6M | -4.4% | +28.2% | -32.6% | -6.6% |
| YTD | +64.9% | +18.4% | +46.6% | +62.1% |
| 1Y | +66.0% | +20.6% | +45.5% | +62.4% |
| 3Y | +57.7% | -0.6% | +58.3% | +49.2% |
| All | +57.7% | +0.1% | +57.5% | +49.2% |
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