+8.9%
CRCL vs ZS
-45.0%
+53.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | -11.2% | -3.1% | -8.1% | -10.1% |
| 30D | +27.1% | -7.2% | +34.3% | +30.9% |
| 3M | +9.6% | +30.5% | -20.8% | -2.1% |
| 6M | -19.7% | +7.0% | -26.7% | -28.4% |
| YTD | +14.2% | -26.8% | +41.1% | +29.0% |
| 1Y | -32.2% | -42.6% | +10.4% | -8.8% |
| All | +8.9% | -45.0% | +53.9% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 3y: compounded portfolio wealth divided by compounded ZS 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…
3y analysis · Full analysis span regression · 6 months rolling