+215.4%
AXP vs ZM
+55.9%
+159.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -1.2% |
| 7D | -2.1% | +2.9% | -5.1% | -2.2% |
| 30D | -6.5% | +0.7% | -7.2% | -6.6% |
| 3M | +4.6% | -3.7% | +8.3% | +4.7% |
| 6M | +5.4% | +29.9% | -24.5% | +4.3% |
| YTD | -11.1% | +17.4% | -28.5% | -11.8% |
| 1Y | -0.3% | +22.4% | -22.7% | -1.3% |
| 3Y | +111.6% | +41.3% | +70.3% | +108.5% |
| 5Y | +117.6% | -66.0% | +183.6% | +90.5% |
| All | +215.4% | +55.9% | +159.5% | +197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 all: compounded portfolio wealth divided by compounded ZM 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…
all analysis · Full analysis span regression · 6 months rolling