+12.4%
ZBRA vs CASY
+15.3%
-2.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.3% |
| 7D | -3.8% | -17.2% | +13.5% | -5.0% |
| 30D | -10.2% | -24.4% | +14.2% | -12.1% |
| 3M | +58.7% | -31.4% | +90.1% | +54.1% |
| 6M | +61.9% | -8.9% | +70.8% | +53.2% |
| YTD | +41.7% | +13.8% | +27.8% | +31.3% |
| 1Y | +12.4% | +17.0% | -4.6% | +1.8% |
| All | +12.4% | +15.3% | -2.9% | +1.8% |
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