-65.0%
CBRS vs ZM
-2.7%
-62.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +2.1% | +9.1% | +10.7% |
| 7D | +21.2% | +11.0% | +10.2% | +18.8% |
| 30D | -23.2% | +5.6% | -28.8% | -24.1% |
| 3M | -52.9% | -9.1% | -43.8% | -54.1% |
| All | -65.0% | -2.7% | -62.3% | -66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling