+68.1%
CNP vs ZM
+39.9%
+28.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.8% |
| 3M | +3.6% | -15.2% | +18.8% | +3.7% |
| 6M | 0.0% | -16.8% | +16.7% | 0.0% |
| YTD | +9.4% | +5.4% | +4.0% | +9.3% |
| 1Y | +6.8% | +9.3% | -2.5% | +6.7% |
| 3Y | +64.2% | +46.5% | +17.7% | +63.4% |
| 5Y | +76.0% | -63.8% | +139.8% | +70.9% |
| All | +68.1% | +39.9% | +28.2% | +60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling