+40.6%
CVX vs ZBRA
+14.4%
+26.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.7% |
| 7D | +2.6% | -3.4% | +6.0% | +2.4% |
| 30D | +9.8% | -7.4% | +17.2% | +9.4% |
| 3M | +16.2% | +57.5% | -41.3% | +18.9% |
| 6M | +13.6% | +64.0% | -50.4% | +16.4% |
| YTD | +44.4% | +44.3% | +0.1% | +48.0% |
| 1Y | +40.6% | +10.9% | +29.7% | +45.8% |
| All | +40.6% | +14.4% | +26.2% | +45.8% |
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 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