+8,592.8%
ZBRA vs CHD
+5,604.2%
+2,988.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.3% |
| 7D | +2.6% | -2.9% | +5.5% | +3.4% |
| 30D | -6.4% | -6.2% | -0.2% | -4.8% |
| 3M | +51.3% | +1.6% | +49.7% | +50.6% |
| 6M | +60.5% | -3.5% | +64.0% | +61.9% |
| YTD | +45.2% | +16.2% | +29.0% | +39.0% |
| 1Y | +12.3% | +3.4% | +9.0% | +10.8% |
| 3Y | +37.5% | +4.6% | +32.9% | +33.3% |
| 5Y | -39.2% | +21.1% | -60.3% | -43.9% |
| 10Y | +417.0% | +126.5% | +290.5% | +296.6% |
| All | +8,592.8% | +5,604.2% | +2,988.6% | +3,266.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling