+5,601.3%
RCL vs ZBRA
+4,884.6%
+716.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.3% |
| 7D | -1.2% | +0.6% | -1.8% | -1.4% |
| 30D | +17.8% | -14.0% | +31.9% | +23.8% |
| 3M | +4.9% | -14.7% | +19.6% | +10.3% |
| 6M | +23.7% | +31.3% | -7.6% | +10.2% |
| YTD | +17.8% | +33.4% | -15.6% | +3.7% |
| 1Y | +28.9% | +34.1% | -5.2% | +13.3% |
| 3Y | +241.9% | +59.9% | +182.0% | +178.8% |
| 5Y | +295.4% | -45.3% | +340.7% | +348.8% |
| 10Y | +344.1% | +384.4% | -40.3% | +167.1% |
| All | +5,601.3% | +4,884.6% | +716.7% | +2,427.3% |
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