+11.7%
CRCL vs ZM
+18.5%
-6.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +4.9% | +0.3% | +4.6% | +5.0% |
| 30D | +38.7% | -10.3% | +49.0% | +42.9% |
| 3M | +14.7% | -0.7% | +15.3% | +15.0% |
| 6M | -16.9% | +24.8% | -41.7% | -21.9% |
| YTD | +17.3% | +11.5% | +5.8% | +13.0% |
| 1Y | -21.2% | +12.3% | -33.5% | -23.7% |
| All | +11.7% | +18.5% | -6.8% | -8.1% |
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