-22.4%
CPNG vs ZS
+0.7%
-23.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -5.4% | -8.1% | +2.6% | -4.5% |
| 30D | -11.1% | -8.4% | -2.7% | -10.3% |
| 3M | -3.0% | +31.1% | -34.0% | -6.8% |
| 6M | -23.5% | +4.4% | -27.9% | -26.6% |
| YTD | -37.8% | -27.3% | -10.5% | -35.7% |
| 1Y | -54.3% | -41.4% | -13.0% | -50.8% |
| All | -22.4% | +0.7% | -23.1% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling