-15.8%
CSGP vs ZS
+599.9%
-615.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.2% | +2.9% |
| 7D | +1.3% | -2.6% | +4.0% | +1.9% |
| 30D | +2.8% | -12.8% | +15.6% | +5.3% |
| 3M | -6.3% | +2.3% | -8.6% | -8.1% |
| 6M | -3.2% | +26.3% | -29.4% | -11.3% |
| YTD | -54.0% | -14.4% | -39.5% | -54.5% |
| 1Y | -54.8% | -37.6% | -17.2% | -52.3% |
| 3Y | -60.6% | +8.0% | -68.6% | -64.3% |
| 5Y | -62.6% | -44.9% | -17.8% | -63.8% |
| All | -15.8% | +599.9% | -615.7% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling