+66.9%
CNP vs ZM
+50.3%
+16.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +2.5% | +10.0% | -7.5% | +2.4% |
| 30D | +4.0% | -0.5% | +4.5% | +4.0% |
| 3M | +1.6% | -7.1% | +8.7% | +1.6% |
| 6M | -1.7% | -5.1% | +3.4% | -1.7% |
| YTD | +8.6% | +13.2% | -4.6% | +8.5% |
| 1Y | +5.8% | +15.3% | -9.5% | +5.6% |
| 3Y | +63.0% | +57.4% | +5.6% | +62.2% |
| 5Y | +74.7% | -61.7% | +136.3% | +69.5% |
| All | +66.9% | +50.3% | +16.6% | +59.5% |
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