+109.8%
CVE vs ZBRA
+12.3%
+97.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.3% | +2.5% |
| 7D | +0.2% | +2.6% | -2.4% | +0.2% |
| 30D | +17.5% | -6.4% | +23.8% | +17.3% |
| 3M | +16.2% | +51.3% | -35.1% | +15.5% |
| 6M | +47.8% | +60.5% | -12.7% | +46.3% |
| YTD | +98.5% | +45.2% | +53.3% | +96.7% |
| 1Y | +109.8% | +12.3% | +97.4% | +116.4% |
| All | +109.8% | +12.3% | +97.4% | +116.4% |
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