-54.6%
CSGP vs ZS
-38.2%
-16.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -4.2% |
| 7D | +1.3% | -16.9% | +18.1% | +4.1% |
| 30D | +10.7% | -7.4% | +18.1% | +11.3% |
| 3M | +3.3% | +21.6% | -18.3% | -2.0% |
| 6M | -10.3% | +42.4% | -52.7% | -21.4% |
| YTD | -54.6% | -12.1% | -42.4% | -55.0% |
| 1Y | -54.6% | -37.8% | -16.8% | -52.2% |
| All | -54.6% | -38.2% | -16.4% | -52.2% |
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