+290.7%
RCL vs ZBRA
-46.5%
+337.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.9% | -1.0% | -2.5% |
| 7D | -0.2% | -1.2% | +1.0% | +0.3% |
| 30D | +14.4% | -17.8% | +32.2% | +25.2% |
| 3M | +5.2% | -16.0% | +21.2% | +13.6% |
| 6M | +26.1% | +31.4% | -5.3% | +5.4% |
| YTD | +17.4% | +30.9% | -13.5% | -3.1% |
| 1Y | +24.7% | +24.3% | +0.4% | +5.8% |
| 3Y | +250.9% | +54.2% | +196.8% | +150.1% |
| All | +290.7% | -46.5% | +337.2% | +332.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling