+398.3%
CAH vs ZM
-67.8%
+466.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.6% |
| 7D | -5.1% | -2.7% | -2.3% | -5.0% |
| 30D | -1.8% | -10.0% | +8.2% | -1.5% |
| 3M | +9.4% | +1.6% | +7.8% | +9.2% |
| 6M | +9.2% | +25.0% | -15.7% | +8.0% |
| YTD | +15.7% | +10.6% | +5.0% | +14.8% |
| 1Y | +59.7% | +14.0% | +45.8% | +58.1% |
| 3Y | +178.5% | +32.5% | +146.0% | +172.2% |
| 5Y | +398.3% | -68.3% | +466.6% | +393.2% |
| All | +398.3% | -67.8% | +466.1% | +393.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling