+89.9%
CVE vs ZBRA
+1,205.3%
-1,115.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.8% |
| 7D | +2.5% | +1.8% | +0.7% | +1.8% |
| 30D | +16.7% | -1.7% | +18.4% | +17.2% |
| 3M | +9.3% | +47.8% | -38.5% | -7.9% |
| 6M | +43.6% | +56.7% | -13.1% | +17.2% |
| YTD | +93.6% | +49.4% | +44.2% | +59.0% |
| 1Y | +98.8% | +16.5% | +82.2% | +78.1% |
| 3Y | +73.6% | +31.5% | +42.1% | +41.4% |
| 5Y | +312.5% | -38.6% | +351.1% | +333.8% |
| 10Y | +161.0% | +421.0% | -259.9% | +10.0% |
| All | +89.9% | +1,205.3% | -1,115.4% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling