Zirra Equity Benchmark - Large Cap USA
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This document contains confidential information.
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ZIRRA INDICESBENCHMARKS
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End ofZIRRA LONGZIRRA SHORTS&P500S&P500 Top 50Russell1000
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Investment ValueQuarterly Returns Combined Returns Investment ValueQuarterly Returns Combined Returns Investment ValueQuarterly Returns Combined Returns Investment ValueQuarterly Returns Combined Returns Investment ValueQuarterly Returns Combined Returns
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2017-Q31000.001000.001000.001000.001000.00
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2017-Q41,103.6610.37%10.37%1,043.484.35%4.35%1,061.236.12%6.12%1,066.686.67%6.67%1,060.786.08%6.08%
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2018-Q11,144.313.68%14.43%1,014.02-2.82%1.40%1,048.23-1.22%4.82%1,046.77-1.87%4.68%1,048.66-1.14%4.87%
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2018-Q21,210.785.81%21.08%1,017.720.36%1.77%1,078.992.93%7.90%1,082.083.37%8.21%1,080.943.08%8.09%
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2018-Q31,309.328.14%30.93%1,061.304.28%6.13%1,156.637.20%15.66%1,174.708.56%17.47%1,155.806.93%15.58%
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2018-Q41,116.54-14.72%11.65%919.16-13.39%-8.08%995.03-13.97%-0.50%1,010.19-14.00%1.02%990.95-14.26%-0.90%
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2019-Q11,279.6214.61%27.96%1,064.3515.80%6.43%1,125.0513.07%12.50%1,140.9012.94%14.09%1,124.0813.43%12.41%
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2019-Q2 (June 17)1,311.572.50%31.16%1,064.990.06%6.50%1,146.991.95%14.70%1,163.852.01%16.39%1,145.351.89%14.54%
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Year to Date17.47%15.87%15.27%15.21%15.58%
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ZIRRA LONG vs. S&P500ZIRRA SHORT vs. S&P500# Companies in Basket (max)50
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Beta0.924630.86418Points1.0
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Covariance 0.006660.00623Market Cap0.0
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Correlation Coefficient 0.978280.97352Human Capital2.0
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Media3.0
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Company Activity0.0
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ESG FilterNoneShareholder Transactions0.0
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Change ESG filter level here>Overall Average0.0
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Idiosyncratic Risk0.0
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ESG0.0
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Stock PriceADJ
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Adj Close (adjusted for both dividends and splits)
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Sector Breakdown for ZIRRA LONG in 2019-Q2 (June 17) (based on rankings at the end of 2019-Q1ZIRRA LONG2019-Q2 (June 17)9816
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View sector breakdowns for LONG & SHORT baskets at different quarters by changing the settings to the right of the graph. Media & Entertainment1
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Technology Hardware & Equipment2
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Materials0
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Diversified Financials6
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Software & Services10
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Capital Goods0
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Commercial & Professional Services1
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Pharmaceuticals, Biotechnology & Life Sciences2
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Insurance0
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Telecommunication Services2
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Retailing6
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Health Care Equipment & Services2
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Real Estate0
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Semiconductors & Semiconductor Equipment0
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Automobiles & Components1
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Transportation3
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Energy0
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Food, Beverage & Tobacco0
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Utilities0
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Consumer Services4
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Banks5
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Consumer Durables & Apparel4
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Food & Staples Retailing0
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Household & Personal Products1
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