-15.8%
CDNS vs ZM
+12.1%
-27.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.4% |
| 7D | -6.5% | -2.7% | -3.8% | -5.6% |
| 30D | -13.0% | -10.0% | -3.0% | -9.9% |
| 3M | -26.0% | +1.6% | -27.6% | -27.3% |
| 6M | -2.8% | +25.0% | -27.8% | -11.4% |
| YTD | -8.8% | +10.6% | -19.5% | -12.5% |
| 1Y | -15.8% | +14.0% | -29.8% | -18.8% |
| All | -15.8% | +12.1% | -27.9% | -18.8% |
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 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