+87.4%
COR vs ZS
+0.9%
+86.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.7% | -1.9% |
| 7D | -1.9% | -9.2% | +7.3% | -2.0% |
| 30D | +1.5% | -4.0% | +5.5% | +1.5% |
| 3M | +18.7% | +25.3% | -6.6% | +18.7% |
| 6M | -9.0% | -1.3% | -7.7% | -8.9% |
| YTD | -3.3% | -28.0% | +24.7% | -3.2% |
| 1Y | +9.8% | -42.5% | +52.3% | +10.0% |
| 3Y | +87.4% | +0.7% | +86.6% | +93.4% |
| All | +87.4% | +0.9% | +86.5% | +93.4% |
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