+226.6%
RCL vs ZBRA
-40.9%
+267.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -2.5% | -3.8% | +1.3% | -0.7% |
| 30D | -15.7% | -10.2% | -5.5% | -11.4% |
| 3M | -3.6% | +58.7% | -62.3% | -25.8% |
| 6M | -8.7% | +61.9% | -70.6% | -31.1% |
| YTD | -6.2% | +41.7% | -47.8% | -24.8% |
| 1Y | -22.9% | +12.4% | -35.2% | -30.5% |
| 3Y | +173.6% | +34.2% | +139.4% | +114.3% |
| 5Y | +226.6% | -40.8% | +267.3% | +257.2% |
| All | +226.6% | -40.9% | +267.5% | +257.2% |
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 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