+7,889.0%
ZBRA vs CPB
+214.9%
+7,674.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.2% | +1.4% |
| 7D | +0.6% | -1.6% | +2.2% | +0.9% |
| 30D | -14.0% | +19.2% | -33.2% | -16.8% |
| 3M | -14.7% | -0.9% | -13.7% | -14.9% |
| 6M | +31.3% | +15.2% | +16.1% | +27.2% |
| YTD | +33.4% | -13.1% | +46.5% | +35.4% |
| 1Y | +34.1% | -22.4% | +56.5% | +38.8% |
| 3Y | +59.9% | -35.3% | +95.2% | +68.8% |
| 5Y | -45.3% | -33.0% | -12.3% | -43.3% |
| 10Y | +384.4% | -39.2% | +423.6% | +396.8% |
| All | +7,889.0% | +214.9% | +7,674.2% | +5,780.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling