-41.4%
CHTR vs ZM
+21.7%
-63.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | +0.1% |
| 7D | -1.1% | +2.9% | -4.0% | -1.4% |
| 30D | -0.8% | +0.7% | -1.5% | -0.8% |
| 3M | +17.8% | -3.7% | +21.5% | +17.1% |
| 6M | -34.5% | +29.9% | -64.4% | -37.0% |
| YTD | -27.2% | +17.4% | -44.6% | -29.3% |
| 1Y | -41.4% | +22.4% | -63.8% | -42.6% |
| All | -41.4% | +21.7% | -63.1% | -42.6% |
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