+55.4%
CAH vs ZM
+13.6%
+41.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -5.1% | -5.7% | +0.6% | -5.6% |
| 30D | +0.2% | -9.1% | +9.3% | -0.5% |
| 3M | +6.3% | +3.5% | +2.8% | +6.6% |
| 6M | +9.4% | +25.7% | -16.3% | +11.4% |
| YTD | +15.0% | +10.8% | +4.2% | +16.1% |
| 1Y | +55.4% | +12.8% | +42.7% | +55.0% |
| All | +55.4% | +13.6% | +41.8% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling