+118.9%
EOG vs ZBRA
+435.2%
-316.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.6% |
| 7D | +1.5% | -3.4% | +4.9% | +2.4% |
| 30D | +2.9% | -7.4% | +10.3% | +5.0% |
| 3M | +8.7% | +57.5% | -48.8% | -6.5% |
| 6M | +12.9% | +64.0% | -51.1% | -5.1% |
| YTD | +43.8% | +44.3% | -0.5% | +24.6% |
| 1Y | +27.1% | +10.9% | +16.2% | +18.9% |
| 3Y | +25.9% | +37.5% | -11.6% | +4.2% |
| 5Y | +177.9% | -39.7% | +217.6% | +197.0% |
| All | +118.9% | +435.2% | -316.4% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling