-65.3%
CSGP vs ZS
-37.1%
-28.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.5% | +2.1% | -1.6% |
| 7D | -4.1% | -7.8% | +3.8% | -2.6% |
| 30D | +2.3% | +5.0% | -2.7% | +1.2% |
| 3M | -8.2% | +25.5% | -33.7% | -12.4% |
| 6M | -35.1% | +8.7% | -43.8% | -39.0% |
| YTD | -54.0% | -24.5% | -29.5% | -53.0% |
| 1Y | -65.3% | -36.7% | -28.6% | -64.1% |
| All | -65.3% | -37.1% | -28.2% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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