+57.1%
CVE vs ZBRA
+23.4%
+33.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.6% |
| 7D | -10.1% | -9.5% | -0.5% | -10.7% |
| 30D | -12.1% | -15.6% | +3.5% | -13.1% |
| 3M | -1.9% | -13.2% | +11.4% | -2.7% |
| 6M | -1.8% | +44.5% | -46.4% | -0.5% |
| YTD | +65.8% | +34.5% | +31.2% | +66.5% |
| All | +57.1% | +23.4% | +33.7% | +58.5% |
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