-64.8%
CSGP vs ZM
-66.0%
+1.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.3% | -5.7% | -3.5% |
| 7D | -4.1% | +2.9% | -7.0% | -5.0% |
| 30D | +2.3% | +0.7% | +1.6% | +1.9% |
| 3M | -8.2% | -3.7% | -4.5% | -7.5% |
| 6M | -35.1% | +29.9% | -64.9% | -41.1% |
| YTD | -54.0% | +17.4% | -71.5% | -57.1% |
| 1Y | -65.3% | +22.4% | -87.7% | -68.1% |
| 3Y | -62.6% | +41.3% | -103.9% | -67.9% |
| All | -64.8% | -66.0% | +1.3% | -57.7% |
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