+4,549.4%
RCL vs ZBRA
+5,480.6%
-931.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.6% |
| 7D | -5.1% | +1.8% | -6.9% | -5.7% |
| 30D | -19.0% | -1.7% | -17.3% | -18.6% |
| 3M | -9.6% | +47.8% | -57.3% | -22.1% |
| 6M | -6.7% | +56.7% | -63.4% | -21.7% |
| YTD | -3.9% | +49.4% | -53.3% | -18.4% |
| 1Y | -25.1% | +16.5% | -41.6% | -30.9% |
| 3Y | +179.1% | +31.5% | +147.7% | +142.9% |
| 5Y | +243.3% | -38.6% | +281.9% | +275.0% |
| 10Y | +325.8% | +421.0% | -95.2% | +149.4% |
| All | +4,549.4% | +5,480.6% | -931.2% | +1,889.5% |
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 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