+242.2%
ZETA vs CNP
+76.2%
+166.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -0.1% | +0.7% | -0.7% | -0.2% |
| 30D | +10.5% | -0.1% | +10.5% | +10.4% |
| 3M | +44.3% | -5.6% | +49.9% | +45.7% |
| 6M | +59.4% | -7.5% | +66.9% | +61.6% |
| YTD | +49.5% | +5.5% | +44.0% | +44.5% |
| 1Y | +62.7% | +8.3% | +54.3% | +55.4% |
| 3Y | +274.6% | +51.8% | +222.9% | +206.2% |
| 5Y | +349.3% | +69.9% | +279.5% | +258.8% |
| All | +242.2% | +76.2% | +166.0% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CNP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling