-1.6%
CCI vs ZS
+498.3%
-499.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.7% | +2.3% |
| 7D | -0.3% | -3.1% | +2.8% | 0.0% |
| 30D | +2.2% | -7.2% | +9.4% | +2.7% |
| 3M | -16.9% | +30.5% | -47.4% | -18.9% |
| 6M | -11.5% | +7.0% | -18.5% | -13.2% |
| YTD | -12.8% | -26.8% | +14.0% | -11.8% |
| 1Y | -17.1% | -42.6% | +25.5% | -14.5% |
| 3Y | -9.6% | -0.3% | -9.3% | -13.1% |
| 5Y | -48.9% | -39.2% | -9.7% | -50.6% |
| All | -1.6% | +498.3% | -499.9% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling