+241.9%
RCL vs ZBRA
+58.5%
+183.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.4% |
| 7D | -1.2% | +0.6% | -1.8% | -1.4% |
| 30D | +17.8% | -14.0% | +31.9% | +25.0% |
| 3M | +4.9% | -14.7% | +19.6% | +11.4% |
| 6M | +23.7% | +31.3% | -7.6% | +5.7% |
| YTD | +17.8% | +33.4% | -15.6% | -1.4% |
| 1Y | +28.9% | +34.1% | -5.2% | +7.5% |
| 3Y | +241.9% | +59.9% | +182.0% | +181.2% |
| All | +241.9% | +58.5% | +183.4% | +181.2% |
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 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