+179.4%
RCL vs ZBRA
+34.1%
+145.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +0.9% |
| 7D | -0.5% | +2.6% | -3.0% | -1.6% |
| 30D | -17.3% | -6.4% | -11.0% | -15.2% |
| 3M | -2.8% | +51.3% | -54.0% | -21.4% |
| 6M | -4.4% | +60.5% | -64.9% | -25.7% |
| YTD | -4.2% | +45.2% | -49.4% | -22.3% |
| 1Y | -23.4% | +12.3% | -35.7% | -29.8% |
| 3Y | +179.4% | +37.5% | +141.9% | +130.5% |
| All | +179.4% | +34.1% | +145.3% | +130.5% |
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