+7.3%
CCI vs ZM
+8.0%
-0.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +5.0% | -8.4% | +13.4% | +5.8% |
| 30D | +36.4% | -1.9% | +38.3% | +36.5% |
| 3M | +20.4% | -10.1% | +30.5% | +21.1% |
| 6M | +4.9% | -13.9% | +18.8% | +4.9% |
| YTD | +7.8% | +6.4% | +1.3% | +6.5% |
| 1Y | +7.3% | +9.6% | -2.3% | +5.3% |
| All | +7.3% | +8.0% | -0.7% | +5.3% |
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 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