-69.9%
CPNG vs ZM
-72.3%
+2.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.8% | +1.7% | -0.9% |
| 7D | -6.3% | +1.6% | -7.9% | -7.1% |
| 30D | -8.7% | -7.7% | -1.0% | -5.9% |
| 3M | -2.4% | -4.7% | +2.2% | -1.7% |
| 6M | -22.3% | +24.4% | -46.8% | -32.0% |
| YTD | -37.2% | +11.8% | -49.0% | -43.1% |
| 1Y | -53.0% | +13.4% | -66.3% | -58.0% |
| 3Y | -20.0% | +33.8% | -53.9% | -37.3% |
| 5Y | -52.8% | -67.2% | +14.4% | -36.3% |
| All | -69.9% | -72.3% | +2.4% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling