-50.1%
CCI vs ZM
-67.8%
+17.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -4.4% | -2.7% | -1.7% | -4.1% |
| 30D | +0.3% | -10.0% | +10.3% | +1.6% |
| 3M | -20.0% | +1.6% | -21.6% | -20.4% |
| 6M | -14.5% | +25.0% | -39.5% | -17.7% |
| YTD | -14.9% | +10.6% | -25.5% | -17.0% |
| 1Y | -17.7% | +14.0% | -31.6% | -20.2% |
| 3Y | -12.4% | +32.5% | -44.8% | -18.5% |
| 5Y | -50.1% | -68.3% | +18.2% | -51.8% |
| All | -50.1% | -67.8% | +17.7% | -51.8% |
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