-54.6%
CSGP vs ZM
+7.7%
-62.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.2% | -5.9% | -5.0% |
| 7D | +1.3% | -5.9% | +7.1% | +2.9% |
| 30D | +10.7% | -5.2% | +15.8% | +11.4% |
| 3M | +3.3% | -11.3% | +14.6% | +6.3% |
| 6M | -10.3% | -14.5% | +4.2% | -8.1% |
| YTD | -54.6% | +4.2% | -58.7% | -55.8% |
| 1Y | -54.6% | +9.3% | -64.0% | -56.6% |
| All | -54.6% | +7.7% | -62.4% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling