+26.0%
EOG vs ZBRA
+33.4%
-7.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +1.0% | -3.8% | +4.8% | +1.4% |
| 30D | +2.8% | -10.2% | +13.0% | +4.0% |
| 3M | +5.9% | +58.7% | -52.8% | -1.3% |
| 6M | +17.1% | +61.9% | -44.9% | +8.1% |
| YTD | +43.9% | +41.7% | +2.3% | +35.5% |
| 1Y | +26.9% | +12.4% | +14.5% | +25.0% |
| All | +26.0% | +33.4% | -7.5% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling