+79.9%
COR vs ZS
+10.3%
+69.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | -1.2% | -13.7% | +12.5% | -1.2% |
| 30D | +7.6% | -14.2% | +21.8% | +7.6% |
| 3M | +5.0% | +8.5% | -3.5% | +5.0% |
| 6M | +35.3% | +30.2% | +5.1% | +35.7% |
| YTD | +4.2% | -13.8% | +18.0% | +4.4% |
| 1Y | -3.4% | -41.5% | +38.1% | -3.2% |
| All | +79.9% | +10.3% | +69.6% | +91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling