+180.6%
CEG vs ZS
+0.9%
+179.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.6% | +4.7% | +0.8% |
| 7D | +6.7% | -9.2% | +15.9% | +8.3% |
| 30D | +11.0% | -4.0% | +15.0% | +11.2% |
| 3M | +19.5% | +25.3% | -5.8% | +13.0% |
| 6M | -5.9% | -1.3% | -4.6% | -8.7% |
| YTD | -15.0% | -28.0% | +13.0% | -9.4% |
| 1Y | +0.6% | -42.5% | +43.1% | +15.2% |
| 3Y | +180.6% | +0.7% | +179.9% | +165.3% |
| All | +180.6% | +0.9% | +179.7% | +165.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling