+2,776.4%
ZBRA vs RY
+11,573.6%
-8,797.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +1.8% | +3.1% | -1.3% | +0.1% |
| 30D | -1.7% | -0.3% | -1.4% | -1.6% |
| 3M | +47.8% | +8.7% | +39.1% | +41.1% |
| 6M | +56.7% | +28.5% | +28.2% | +37.2% |
| YTD | +49.4% | +25.1% | +24.3% | +32.5% |
| 1Y | +16.5% | +46.3% | -29.7% | -4.7% |
| 3Y | +31.5% | +154.9% | -123.5% | -19.1% |
| 5Y | -38.6% | +140.3% | -178.9% | -60.6% |
| 10Y | +421.0% | +377.0% | +43.9% | +143.7% |
| All | +2,776.4% | +11,573.6% | -8,797.3% | +287.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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