+320.2%
CVE vs ZBH
-27.9%
+348.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.1% |
| 7D | +2.5% | -2.8% | +5.3% | +3.1% |
| 30D | +16.7% | -0.1% | +16.8% | +16.7% |
| 3M | +9.3% | +13.4% | -4.2% | +6.0% |
| 6M | +43.6% | +3.0% | +40.6% | +41.8% |
| YTD | +93.6% | +9.7% | +83.9% | +88.0% |
| 1Y | +98.8% | -5.4% | +104.2% | +99.4% |
| 3Y | +73.6% | -15.6% | +89.2% | +78.3% |
| All | +320.2% | -27.9% | +348.1% | +337.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling