-39.0%
ZBRA vs EXPD
+59.0%
-98.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -1.9% |
| 7D | +2.6% | -0.9% | +3.5% | +3.2% |
| 30D | -6.4% | +4.1% | -10.4% | -8.8% |
| 3M | +51.3% | +13.8% | +37.5% | +40.2% |
| 6M | +60.5% | +27.3% | +33.2% | +37.9% |
| YTD | +45.2% | +25.4% | +19.7% | +22.9% |
| 1Y | +12.3% | +54.4% | -42.0% | -18.9% |
| 3Y | +37.5% | +67.9% | -30.4% | -7.8% |
| All | -39.0% | +59.0% | -98.0% | -59.6% |
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