+8.5%
CRCL vs ZS
-45.4%
+53.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.2% |
| 7D | -12.5% | -8.1% | -4.5% | -9.5% |
| 30D | +26.9% | -8.4% | +35.4% | +31.4% |
| 3M | +14.4% | +31.1% | -16.6% | +2.0% |
| 6M | -23.5% | +4.4% | -27.9% | -30.7% |
| YTD | +13.9% | -27.3% | +41.2% | +28.9% |
| 1Y | -20.6% | -41.4% | +20.8% | +4.6% |
| All | +8.5% | -45.4% | +53.9% | +57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling