+90.3%
ZETA vs CSGP
-53.2%
+143.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.4% | +1.0% |
| 7D | -5.0% | +18.3% | -23.3% | -11.7% |
| 30D | -3.3% | +17.8% | -21.1% | -12.5% |
| 3M | +31.0% | +9.3% | +21.7% | +22.9% |
| 6M | +72.2% | -7.9% | +80.1% | +75.9% |
| YTD | +56.2% | -51.5% | +107.7% | +123.2% |
| 1Y | +90.3% | -53.3% | +143.6% | +188.8% |
| All | +90.3% | -53.2% | +143.5% | +188.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling