-63.1%
CSGP vs ZM
-60.9%
-2.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.7% | +2.2% |
| 7D | +1.3% | +11.0% | -9.7% | -2.0% |
| 30D | +2.8% | +5.6% | -2.8% | +0.4% |
| 3M | -6.3% | -9.1% | +2.8% | -4.3% |
| 6M | -3.2% | -2.6% | -0.6% | -3.8% |
| YTD | -54.0% | +15.7% | -69.6% | -57.1% |
| 1Y | -54.8% | +18.8% | -73.6% | -58.3% |
| 3Y | -60.6% | +62.2% | -122.7% | -67.9% |
| All | -63.1% | -60.9% | -2.2% | -62.0% |
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