-40.3%
ZBRA vs CPB
-38.1%
-2.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.7% | -2.2% |
| 7D | -1.8% | -8.0% | +6.2% | -1.3% |
| 30D | -8.8% | -2.4% | -6.4% | -8.7% |
| 3M | +47.2% | +0.5% | +46.7% | +47.0% |
| 6M | +61.3% | -10.5% | +71.8% | +61.9% |
| YTD | +42.0% | -17.5% | +59.5% | +43.1% |
| 1Y | +10.5% | -31.0% | +41.5% | +12.3% |
| 3Y | +34.5% | -40.6% | +75.1% | +35.7% |
| 5Y | -40.3% | -37.7% | -2.6% | -39.4% |
| All | -40.3% | -38.1% | -2.2% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling