+1,873.4%
XEL vs ZBRA
+8,767.1%
-6,893.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | +0.9% | -1.8% | +2.7% | +1.0% |
| 30D | -0.9% | -8.8% | +7.9% | -0.2% |
| 3M | -1.4% | +47.2% | -48.7% | -4.9% |
| 6M | -5.8% | +61.3% | -67.1% | -10.0% |
| YTD | +4.7% | +42.0% | -37.3% | +0.8% |
| 1Y | +9.1% | +10.5% | -1.4% | +7.1% |
| 3Y | +47.8% | +34.5% | +13.3% | +40.7% |
| 5Y | +29.0% | -40.3% | +69.3% | +29.9% |
| 10Y | +154.0% | +421.5% | -267.5% | +108.9% |
| All | +1,873.4% | +8,767.1% | -6,893.6% | +1,257.8% |
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 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