-3.1%
COR vs ZS
-41.8%
+38.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +2.9% | -5.2% | +8.1% | +2.9% |
| 30D | +5.8% | -15.5% | +21.3% | +5.8% |
| 3M | +11.4% | +9.0% | +2.5% | +11.3% |
| 6M | +34.5% | +32.2% | +2.3% | +35.4% |
| YTD | +4.1% | -14.1% | +18.2% | +4.9% |
| 1Y | -3.1% | -39.1% | +35.9% | +1.2% |
| All | -3.1% | -41.8% | +38.7% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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