+31.4%
CORZ vs ZS
-37.1%
+68.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | -0.1% |
| 7D | +8.4% | -7.8% | +16.2% | +8.4% |
| 30D | -17.8% | +5.0% | -22.9% | -17.9% |
| 3M | -35.9% | +25.5% | -61.4% | -36.6% |
| 6M | +12.9% | +8.7% | +4.2% | +10.8% |
| YTD | +22.9% | -24.5% | +47.4% | +36.5% |
| 1Y | +31.4% | -36.7% | +68.1% | +70.2% |
| All | +31.4% | -37.1% | +68.4% | +70.2% |
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