+4,487.2%
CVX vs ZBRA
+8,767.1%
-4,279.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.2% |
| 7D | +1.0% | -1.8% | +2.7% | +1.2% |
| 30D | +10.7% | -8.8% | +19.4% | +12.1% |
| 3M | +15.5% | +47.2% | -31.8% | +7.6% |
| 6M | +14.9% | +61.3% | -46.4% | +5.0% |
| YTD | +44.2% | +42.0% | +2.2% | +33.9% |
| 1Y | +43.5% | +10.5% | +33.1% | +38.2% |
| 3Y | +45.0% | +34.5% | +10.5% | +32.8% |
| 5Y | +172.2% | -40.3% | +212.4% | +176.5% |
| 10Y | +221.9% | +421.5% | -199.6% | +134.1% |
| All | +4,487.2% | +8,767.1% | -4,279.9% | +2,543.1% |
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