-46.0%
ZBRA vs EXPD
+55.6%
-101.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.5% |
| 7D | -10.9% | -7.2% | -3.7% | -6.9% |
| 30D | -16.6% | -3.3% | -13.3% | -15.2% |
| 3M | -11.6% | +3.4% | -15.0% | -14.1% |
| 6M | +40.2% | +22.7% | +17.5% | +22.7% |
| YTD | +32.6% | +24.5% | +8.1% | +11.4% |
| 1Y | +24.7% | +38.6% | -14.0% | -3.2% |
| 3Y | +56.3% | +71.5% | -15.2% | +0.4% |
| All | -46.0% | +55.6% | -101.6% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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