+45.0%
AAPL vs ZCMD
-99.9%
+144.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.1% | +8.8% | +1.8% |
| 7D | +3.8% | -5.4% | +9.3% | +3.9% |
| 30D | +9.9% | -24.8% | +34.7% | +10.0% |
| 3M | +12.5% | -62.8% | +75.3% | +12.3% |
| 6M | +27.6% | -99.5% | +127.2% | +28.4% |
| YTD | +22.6% | -99.8% | +122.3% | +23.8% |
| 1Y | +45.0% | -99.9% | +144.9% | +51.5% |
| All | +45.0% | -99.9% | +144.9% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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