+53.1%
CNP vs ZM
+30.9%
+22.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.8% | +6.0% | +1.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.6% |
| 30D | -0.8% | -7.7% | +6.9% | -0.7% |
| 3M | -3.6% | -4.7% | +1.1% | -3.5% |
| 6M | -6.9% | +24.4% | -31.4% | -8.1% |
| YTD | +6.4% | +11.8% | -5.3% | +5.5% |
| 1Y | +9.9% | +13.4% | -3.4% | +8.7% |
| 3Y | +53.1% | +33.8% | +19.3% | +39.8% |
| All | +53.1% | +30.9% | +22.2% | +39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling