-31.6%
CRCL vs ZM
+8.0%
-39.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.8% | -8.4% | +1.6% | -4.1% |
| 30D | -8.6% | -1.9% | -6.7% | -7.8% |
| 3M | +20.3% | -10.1% | +30.4% | +24.4% |
| 6M | -36.3% | -13.9% | -22.4% | -33.3% |
| YTD | -4.0% | +6.4% | -10.4% | -4.8% |
| 1Y | -31.6% | +9.6% | -41.1% | -32.0% |
| All | -31.6% | +8.0% | -39.6% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling