-39.8%
COIN vs ZM
+21.7%
-61.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.3% | -7.4% | -5.3% |
| 7D | +3.4% | +2.9% | +0.4% | +2.2% |
| 30D | +23.2% | +0.7% | +22.5% | +22.8% |
| 3M | +12.5% | -3.7% | +16.2% | +13.5% |
| 6M | -11.6% | +29.9% | -41.5% | -23.4% |
| YTD | -18.4% | +17.4% | -35.8% | -26.7% |
| 1Y | -39.8% | +22.4% | -62.2% | -45.2% |
| All | -39.8% | +21.7% | -61.5% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling