-11.4%
CORZ vs ZS
-41.6%
+30.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.5% | +11.0% |
| 7D | +14.2% | -13.7% | +27.8% | +14.5% |
| 30D | -3.0% | -14.2% | +11.2% | -2.7% |
| 3M | -26.3% | +8.5% | -34.8% | -24.8% |
| 6M | -36.5% | +30.2% | -66.7% | -36.6% |
| YTD | +0.1% | -13.8% | +13.9% | +13.2% |
| All | -11.4% | -41.6% | +30.3% | +3.3% |
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