+423.9%
ZBRA vs CPB
-45.3%
+469.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.6% | +1.8% |
| 7D | -3.4% | -1.8% | -1.6% | -3.3% |
| 30D | -7.4% | -7.1% | -0.3% | -6.8% |
| 3M | +57.5% | -6.0% | +63.6% | +58.2% |
| 6M | +64.0% | -5.3% | +69.2% | +64.4% |
| YTD | +44.3% | -20.8% | +65.1% | +47.0% |
| 1Y | +10.9% | -33.8% | +44.7% | +15.0% |
| 3Y | +37.5% | -43.7% | +81.3% | +43.5% |
| 5Y | -39.7% | -40.7% | +1.1% | -37.9% |
| All | +423.9% | -45.3% | +469.2% | +456.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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