+27.7%
ZBRA vs CASY
+32.1%
-4.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +1.0% |
| 7D | -13.6% | +0.8% | -14.4% | -13.5% |
| 30D | -11.5% | +9.4% | -20.9% | -11.1% |
| 3M | -9.9% | -20.6% | +10.7% | -11.9% |
| 6M | +48.6% | -20.7% | +69.3% | +50.1% |
| YTD | +36.9% | +22.5% | +14.4% | +25.9% |
| 1Y | +27.7% | +29.5% | -1.8% | +15.2% |
| All | +27.7% | +32.1% | -4.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling