+76.0%
CNP vs ZM
-64.6%
+140.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.1% |
| 7D | -3.0% | -1.0% | -2.0% | -3.0% |
| 30D | +6.8% | -7.0% | +13.8% | +7.1% |
| 3M | +3.6% | -15.2% | +18.8% | +4.1% |
| 6M | 0.0% | -16.8% | +16.7% | +0.5% |
| YTD | +9.4% | +5.4% | +4.0% | +8.4% |
| 1Y | +6.8% | +9.3% | -2.5% | +5.6% |
| 3Y | +64.2% | +46.5% | +17.7% | +58.1% |
| 5Y | +76.0% | -63.8% | +139.8% | +65.4% |
| All | +76.0% | -64.6% | +140.7% | +65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling