+108.5%
CSCO vs ZS
+0.9%
+107.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.6% | +4.6% | +0.4% |
| 7D | -0.5% | -9.2% | +8.7% | +0.4% |
| 30D | -10.1% | -4.0% | -6.1% | -10.0% |
| 3M | -11.7% | +25.3% | -37.0% | -14.2% |
| 6M | +40.1% | -1.3% | +41.4% | +37.4% |
| YTD | +43.8% | -28.0% | +71.8% | +48.2% |
| 1Y | +66.6% | -42.5% | +109.1% | +78.0% |
| 3Y | +108.5% | +0.7% | +107.8% | +88.0% |
| All | +108.5% | +0.9% | +107.6% | +88.0% |
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