+8,844.3%
ZBRA vs CPB
+191.9%
+8,652.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +2.1% |
| 7D | +1.8% | -8.6% | +10.4% | +3.3% |
| 30D | -1.7% | -7.2% | +5.6% | -0.5% |
| 3M | +47.8% | +0.9% | +46.9% | +47.0% |
| 6M | +56.7% | -11.8% | +68.6% | +59.3% |
| YTD | +49.4% | -19.4% | +68.8% | +54.1% |
| 1Y | +16.5% | -30.4% | +46.9% | +23.2% |
| 3Y | +31.5% | -40.2% | +71.6% | +40.9% |
| 5Y | -38.6% | -39.5% | +0.9% | -35.0% |
| 10Y | +421.0% | -47.4% | +468.3% | +450.6% |
| All | +8,844.3% | +191.9% | +8,652.4% | +6,589.5% |
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