+53,398.1%
ORLY vs ZBRA
+5,112.1%
+48,286.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | 0.0% |
| 7D | -2.4% | -3.4% | +1.1% | -1.8% |
| 30D | -6.8% | -7.4% | +0.6% | -5.6% |
| 3M | -4.8% | +57.5% | -62.3% | -12.5% |
| 6M | -9.1% | +64.0% | -73.1% | -17.4% |
| YTD | -5.9% | +44.3% | -50.2% | -13.0% |
| 1Y | -20.4% | +10.9% | -31.3% | -23.4% |
| 3Y | +36.6% | +37.5% | -0.9% | +22.5% |
| 5Y | +117.3% | -39.7% | +157.0% | +120.6% |
| 10Y | +362.7% | +429.9% | -67.2% | +204.6% |
| All | +53,398.1% | +5,112.1% | +48,286.0% | +25,033.2% |
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