+8,844.3%
ZBRA vs CASY
+34,901.9%
-26,057.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | -1.7% | -11.3% | +9.7% | +1.1% |
| 3M | +47.8% | -0.6% | +48.4% | +45.7% |
| 6M | +56.7% | +10.7% | +46.0% | +50.1% |
| YTD | +49.4% | +37.1% | +12.3% | +35.5% |
| 1Y | +16.5% | +52.3% | -35.8% | +2.6% |
| 3Y | +31.5% | +215.2% | -183.7% | -5.3% |
| 5Y | -38.6% | +276.5% | -315.1% | -57.9% |
| 10Y | +421.0% | +508.4% | -87.4% | +213.8% |
| All | +8,844.3% | +34,901.9% | -26,057.6% | +2,349.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling