-41.3%
CORZ vs ZM
+8.0%
-49.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | 0.0% | -10.4% | -10.4% |
| 7D | -14.9% | -8.4% | -6.5% | -13.6% |
| 30D | -23.1% | -1.9% | -21.2% | -22.4% |
| 3M | -44.1% | -10.1% | -34.0% | -43.3% |
| 6M | -39.5% | -13.9% | -25.7% | -37.9% |
| YTD | -12.4% | +6.4% | -18.8% | -14.1% |
| 1Y | -41.3% | +9.6% | -50.9% | -41.7% |
| All | -41.3% | +8.0% | -49.4% | -41.7% |
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