-39.2%
ZBRA vs CASY
+274.3%
-313.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.0% | +0.2% | -2.2% |
| 7D | +2.6% | -4.4% | +6.9% | +3.5% |
| 30D | -6.4% | -12.0% | +5.7% | -4.0% |
| 3M | +51.3% | -2.3% | +53.6% | +49.2% |
| 6M | +60.5% | +10.5% | +50.0% | +51.5% |
| YTD | +45.2% | +33.0% | +12.2% | +29.3% |
| 1Y | +12.3% | +41.1% | -28.8% | -2.3% |
| 3Y | +37.5% | +207.5% | -170.0% | -13.4% |
| 5Y | -39.2% | +290.7% | -329.9% | -66.8% |
| All | -39.2% | +274.3% | -313.5% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling