+539.0%
CIEN vs ZS
+9.6%
+529.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | +15.3% | -2.6% | +17.9% | +15.8% |
| 30D | -22.0% | -12.8% | -9.2% | -19.9% |
| 3M | -36.6% | +2.3% | -38.9% | -36.2% |
| 6M | -51.5% | +26.3% | -77.7% | -53.8% |
| YTD | +20.0% | -14.4% | +34.4% | +28.8% |
| 1Y | +44.5% | -37.6% | +82.1% | +75.0% |
| 3Y | +539.0% | +8.0% | +531.0% | +480.6% |
| All | +539.0% | +9.6% | +529.5% | +480.6% |
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 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