-61.4%
CSGP vs ZM
-66.2%
+4.8%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | -0.6% |
| 7D | +13.9% | -9.1% | +22.9% | +17.2% |
| 30D | +16.0% | -5.7% | +21.7% | +17.4% |
| 3M | +6.1% | -11.7% | +17.8% | +9.5% |
| 6M | -8.2% | -18.6% | +10.4% | -3.4% |
| YTD | -52.3% | +2.9% | -55.3% | -53.9% |
| 1Y | -54.5% | +6.3% | -60.8% | -56.5% |
| 3Y | -58.6% | +41.0% | -99.6% | -64.7% |
| All | -61.4% | -66.2% | +4.8% | -57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling