-39.6%
ZBRA vs WCN
+24.9%
-64.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | -3.4% | -3.1% | -0.3% | -2.3% |
| 30D | -7.4% | -3.4% | -4.0% | -6.3% |
| 3M | +57.5% | +3.0% | +54.5% | +54.9% |
| 6M | +64.0% | -3.8% | +67.7% | +65.1% |
| YTD | +44.3% | -8.3% | +52.6% | +47.7% |
| 1Y | +10.9% | -9.7% | +20.6% | +14.1% |
| 3Y | +37.5% | +17.2% | +20.4% | +15.1% |
| All | -39.6% | +24.9% | -64.5% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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