-15.1%
CSGP vs ZS
+623.8%
-638.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.1% |
| 7D | -1.8% | -11.1% | +9.2% | +0.5% |
| 30D | +5.3% | -14.8% | +20.1% | +8.3% |
| 3M | +3.3% | +18.0% | -14.7% | -1.7% |
| 6M | -4.7% | +30.8% | -35.5% | -13.4% |
| YTD | -53.5% | -11.5% | -42.0% | -54.4% |
| 1Y | -53.7% | -37.8% | -15.9% | -51.2% |
| 3Y | -59.7% | +16.6% | -76.3% | -64.1% |
| 5Y | -62.5% | -43.6% | -18.9% | -63.8% |
| All | -15.1% | +623.8% | -638.8% | -48.9% |
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