+65.9%
CSCO vs ZS
-41.0%
+106.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.3% | +0.2% |
| 7D | 0.0% | -3.8% | +3.8% | 0.0% |
| 30D | -10.7% | -6.0% | -4.7% | -10.6% |
| 3M | -8.7% | +32.0% | -40.7% | -9.4% |
| 6M | +44.9% | +2.1% | +42.8% | +43.4% |
| YTD | +44.1% | -26.2% | +70.3% | +47.2% |
| 1Y | +65.9% | -41.2% | +107.0% | +72.1% |
| All | +65.9% | -41.0% | +106.8% | +72.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling