+534.9%
CAH vs ZM
+48.4%
+486.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.8% | +2.1% | -2.8% |
| 7D | +0.5% | +1.6% | -1.1% | +0.5% |
| 30D | +1.7% | -7.7% | +9.4% | +1.6% |
| 3M | +17.9% | -4.7% | +22.5% | +17.8% |
| 6M | +10.9% | +24.4% | -13.5% | +11.3% |
| YTD | +17.9% | +11.8% | +6.1% | +18.1% |
| 1Y | +61.7% | +13.4% | +48.3% | +62.0% |
| 3Y | +183.7% | +33.8% | +149.9% | +184.9% |
| 5Y | +401.3% | -67.2% | +468.5% | +380.6% |
| All | +534.9% | +48.4% | +486.6% | +489.0% |
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 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