+95.7%
CPRT vs ZM
+53.5%
+42.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.7% | -0.8% |
| 7D | -0.4% | +11.0% | -11.4% | -1.5% |
| 30D | +21.2% | +5.6% | +15.5% | +20.3% |
| 3M | +8.3% | -9.1% | +17.4% | +9.2% |
| 6M | -3.4% | -2.6% | -0.8% | -3.7% |
| YTD | -18.7% | +15.7% | -34.4% | -20.8% |
| 1Y | -23.5% | +18.8% | -42.3% | -25.8% |
| 3Y | -34.2% | +62.2% | -96.3% | -38.5% |
| 5Y | -18.2% | -60.9% | +42.7% | -20.2% |
| All | +95.7% | +53.5% | +42.2% | +99.3% |
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