-62.5%
CSGP vs ZM
-64.9%
+2.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.2% | +1.6% |
| 7D | -1.8% | -0.3% | -1.5% | -1.8% |
| 30D | +5.3% | -6.2% | +11.5% | +6.8% |
| 3M | +3.3% | -12.2% | +15.5% | +6.8% |
| 6M | -4.7% | -16.0% | +11.4% | -0.7% |
| YTD | -53.5% | +6.3% | -59.8% | -55.5% |
| 1Y | -53.7% | +12.3% | -66.0% | -56.5% |
| 3Y | -59.7% | +51.2% | -111.0% | -66.5% |
| 5Y | -62.5% | -64.5% | +2.0% | -59.4% |
| All | -62.5% | -64.9% | +2.4% | -59.4% |
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