+34.5%
CORZ vs ZM
+14.8%
+19.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.8% | +9.5% | +5.1% |
| 7D | +16.6% | +1.6% | +14.9% | +16.3% |
| 30D | -10.9% | -7.7% | -3.1% | -10.5% |
| 3M | -31.0% | -4.7% | -26.4% | -30.4% |
| 6M | +26.0% | +24.4% | +1.6% | +18.5% |
| YTD | +28.6% | +11.8% | +16.9% | +24.9% |
| 1Y | +34.5% | +13.4% | +21.1% | +29.8% |
| All | +34.5% | +14.8% | +19.6% | +29.8% |
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