+36.1%
CCL vs ZS
-43.5%
+79.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -1.5% | -13.7% | +12.1% | +3.1% |
| 30D | +16.5% | -14.2% | +30.6% | +21.4% |
| 3M | +11.2% | +8.5% | +2.7% | +5.5% |
| 6M | +22.6% | +30.2% | -7.6% | +3.3% |
| YTD | +2.6% | -13.8% | +16.4% | -0.8% |
| 1Y | +17.0% | -41.5% | +58.5% | +32.4% |
| 3Y | +145.5% | +10.7% | +134.8% | +100.0% |
| 5Y | +36.1% | -43.6% | +79.7% | +13.4% |
| All | +36.1% | -43.5% | +79.6% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling