+107.3%
CPRT vs ZM
+55.9%
+51.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | +0.1% |
| 7D | +2.2% | +2.9% | -0.7% | +1.9% |
| 30D | +16.6% | +0.7% | +16.0% | +16.4% |
| 3M | +9.6% | -3.7% | +13.3% | +9.8% |
| 6M | -11.1% | +29.9% | -41.0% | -14.1% |
| YTD | -13.9% | +17.4% | -31.3% | -16.1% |
| 1Y | -32.5% | +22.4% | -54.9% | -34.7% |
| 3Y | -25.0% | +41.3% | -66.3% | -29.0% |
| 5Y | -7.4% | -66.0% | +58.6% | -9.6% |
| All | +107.3% | +55.9% | +51.4% | +111.1% |
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