[v4] 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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ZIRRA LONGZIRRA SHORTS&P500S&P500 Top 50Russell1000
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End ofInvestment 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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2014-Q11000.001,000.000.00%1000.001,000.000.00%1000.001,000.000.00%1000.001,000.000.00%1000.001,000.0000.00%
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2014-Q21049.301,049.304.93%4.93%1038.111,038.113.81%3.81%1046.941,046.944.69%4.69%1041.421,041.424.14%4.14%1046.031,046.034.60%4.60%
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2014-Q31082.461,082.463.16%8.25%1023.861,023.86-1.37%2.39%1053.381,053.380.62%5.34%1066.691,066.692.43%6.67%1047.791,047.790.17%4.78%
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2014-Q41137.901,137.905.12%13.79%1105.621,105.627.99%10.56%1099.641,099.644.39%9.96%1094.181,094.182.58%9.42%1093.601,093.604.37%9.36%
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2015-Q11172.961,172.963.08%17.30%1150.261,150.264.04%15.03%1104.441,104.440.44%10.44%1084.981,084.98-0.84%8.50%1105.631,105.631.10%10.56%
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2015-Q21206.381,206.382.85%20.64%1146.591,146.59-0.32%14.66%1101.891,101.89-0.23%10.19%1095.101,095.100.93%9.51%1101.511,101.51-0.37%10.15%
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2015-Q31165.691,165.69-3.37%16.57%1057.251,057.25-7.79%5.72%1025.471,025.47-6.94%2.55%1026.261,026.26-6.29%2.63%1021.061,021.06-7.30%2.11%
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2015-Q41230.271,230.275.54%23.03%1108.921,108.924.89%10.89%1091.651,091.656.45%9.17%1113.881,113.888.54%11.39%1081.671,081.675.94%8.17%
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2016-Q11237.331,237.330.57%23.73%1160.071,160.074.61%16.01%1100.091,100.090.77%10.01%1118.131,118.130.38%11.81%1088.321,088.320.61%8.83%
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2016-Q21245.881,245.880.69%24.59%1189.681,189.682.55%18.97%1120.981,120.981.90%12.10%1138.361,138.361.81%13.84%1110.041,110.042.00%11.00%
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2016-Q31350.261,350.268.38%35.03%1247.031,247.034.82%24.70%1158.051,158.053.31%15.81%1175.351,175.353.25%17.54%1148.921,148.923.50%14.89%
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2016-Q41397.741,397.743.52%39.77%1250.221,250.220.26%25.02%1195.741,195.743.25%19.57%1210.601,210.603.00%21.06%1186.581,186.583.28%18.66%
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2017-Q11512.421,512.428.20%51.24%1345.151,345.157.59%34.51%1261.911,261.915.53%26.19%1283.391,283.396.01%28.34%1251.941,251.945.51%25.19%
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2017-Q21573.211,573.214.02%57.32%1395.771,395.773.76%39.58%1294.321,294.322.57%29.43%1313.741,313.742.36%31.37%1283.921,283.922.55%28.39%
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2017-Q31671.371,671.376.24%67.14%1458.631,458.634.50%45.86%1345.571,345.573.96%34.56%1369.221,369.224.22%36.92%1334.931,334.933.97%33.49%
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2017-Q41861.861,861.8611.40%86.19%1510.501,510.503.56%51.05%1427.951,427.956.12%42.80%1460.521,460.526.67%46.05%1416.081,416.086.08%41.61%
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2018-Q11943.661,943.664.39%94.37%1447.841,447.84-4.15%44.78%1410.471,410.47-1.22%41.05%1433.271,433.27-1.87%43.33%1399.891,399.89-1.14%39.99%
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2018-Q22039.492,039.494.93%103.95%1451.801,451.800.27%45.18%1451.861,451.862.93%45.19%1481.611,481.613.37%48.16%1442.981,442.983.08%44.30%
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2018-Q32204.932,204.938.11%120.49%1495.291,495.293.00%49.53%1556.331,556.337.20%55.63%1608.431,608.438.56%60.84%1542.921,542.926.93%54.29%
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2018-Q41856.921,856.92-15.78%85.69%1242.301,242.30-16.92%24.23%1338.891,338.89-13.97%33.89%1383.171,383.17-14.00%38.32%1322.851,322.85-14.26%32.29%
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2019-Q12133.852,133.8514.91%113.38%1421.061,421.0614.39%42.11%1513.831,513.8313.07%51.38%1562.151,562.1512.94%56.22%1500.571,500.5713.43%50.06%
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2019-Q22228.182,228.184.42%122.82%1429.251,429.250.58%42.93%1571.171,571.173.79%57.12%1615.921,615.923.44%61.59%1556.761,556.763.74%55.68%
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2019-Q32182.502,182.50-2.05%118.25%1376.221,376.22-3.71%37.62%1569.041,569.04-0.14%56.90%1615.691,615.69-0.01%61.57%1552.241,552.24-0.29%55.22%
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Year to Date1000.0017.53%1000.0010.78%1000.0017.19%1000.0016.81%1000.0017.34%
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Start Basket in2014-Q11# Companies in Basket (max)50
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CategoriesTOPLOW
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ESG FilterNoneHuman Capital1.00.0
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Media2.02.0
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Company Activity1.00.0
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ZIRRA LONG vs. S&P500ZIRRA SHORT vs. S&P500Public Financials (shareholder transactions)0.01.0
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Beta0.990611.01820Overall Average0.00.0
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Covariance 0.002860.00294Idiosyncratic Risk0.00.0
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Correlation Coefficient 0.938140.91951ESG0.01.0
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Stock PriceCL2
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Close (adjusted for splits)
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Sector Breakdown for ZIRRA LONG in 2019-Q2 (based on rankings at the end of 2019-Q1ZIRRA LONG2019-Q2Sector Selector
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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 & Equipment5
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Materials0
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Diversified Financials9
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Software & Services12
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Capital Goods0
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Commercial & Professional Services1
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Pharmaceuticals, Biotechnology & Life Sciences0
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Insurance0
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Telecommunication Services2
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Retailing4
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Health Care Equipment & Services0
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Real Estate0
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Semiconductors & Semiconductor Equipment1
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Automobiles & Components1
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Transportation2
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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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Banks4
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Consumer Durables & Apparel2
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Food & Staples Retailing1
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Household & Personal Products1
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