+1,130.0%
CIEN vs ZS
+494.5%
+635.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.7% |
| 7D | +5.4% | -8.1% | +13.4% | +6.9% |
| 30D | -13.7% | -8.4% | -5.2% | -12.5% |
| 3M | -23.0% | +31.1% | -54.1% | -27.6% |
| 6M | -0.8% | +4.4% | -5.2% | -5.6% |
| YTD | +43.1% | -27.3% | +70.4% | +46.2% |
| 1Y | +157.6% | -41.4% | +199.0% | +176.1% |
| 3Y | +593.8% | +1.7% | +592.1% | +547.7% |
| 5Y | +520.6% | -39.6% | +560.2% | +498.8% |
| All | +1,130.0% | +494.5% | +635.5% | +707.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling