+48.9%
CIEN vs ZM
+8.0%
+40.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | -25.0% | -8.4% | -16.6% | -24.3% |
| 30D | -30.1% | -1.9% | -28.2% | -29.6% |
| 3M | -33.8% | -10.1% | -23.7% | -33.3% |
| 6M | -49.4% | -13.9% | -35.6% | -48.4% |
| YTD | +16.4% | +6.4% | +10.0% | +17.6% |
| 1Y | +48.9% | +9.6% | +39.3% | +50.4% |
| All | +48.9% | +8.0% | +40.8% | +50.4% |
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