+423.9%
ZBRA vs CHD
+126.1%
+297.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -3.4% | -4.5% | +1.1% | -2.2% |
| 30D | -7.4% | -6.7% | -0.7% | -5.6% |
| 3M | +57.5% | -2.7% | +60.2% | +58.8% |
| 6M | +64.0% | -4.9% | +68.9% | +66.1% |
| YTD | +44.3% | +13.3% | +30.9% | +38.8% |
| 1Y | +10.9% | +1.0% | +9.9% | +9.9% |
| 3Y | +37.5% | +1.3% | +36.2% | +33.6% |
| 5Y | -39.7% | +20.8% | -60.5% | -45.8% |
| All | +423.9% | +126.1% | +297.8% | +290.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling