-32.2%
CRCL vs ZM
+13.6%
-45.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -5.7% | -5.5% | -9.4% |
| 30D | +27.1% | -9.1% | +36.2% | +31.0% |
| 3M | +9.6% | +3.5% | +6.1% | +8.6% |
| 6M | -19.7% | +25.7% | -45.4% | -25.7% |
| YTD | +14.2% | +10.8% | +3.5% | +9.0% |
| 1Y | -32.2% | +12.8% | -45.0% | -32.4% |
| All | -32.2% | +13.6% | -45.9% | -32.4% |
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