-24.8%
CCL vs ZS
-37.1%
+12.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +0.2% |
| 7D | -5.0% | -7.8% | +2.8% | -5.0% |
| 30D | -20.3% | +5.0% | -25.4% | -20.3% |
| 3M | -15.1% | +25.5% | -40.7% | -15.3% |
| 6M | -15.1% | +8.7% | -23.8% | -15.8% |
| YTD | -21.8% | -24.5% | +2.7% | -20.2% |
| 1Y | -24.8% | -36.7% | +11.9% | -22.2% |
| All | -24.8% | -37.1% | +12.3% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling