-63.2%
CSGP vs ZS
-42.0%
-21.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -4.0% |
| 7D | +1.3% | -16.9% | +18.1% | +5.4% |
| 30D | +10.7% | -7.4% | +18.1% | +11.9% |
| 3M | +3.3% | +21.6% | -18.3% | -3.0% |
| 6M | -10.3% | +42.4% | -52.7% | -21.5% |
| YTD | -54.6% | -12.1% | -42.4% | -55.5% |
| 1Y | -54.6% | -37.8% | -16.8% | -51.7% |
| 3Y | -60.3% | +20.9% | -81.3% | -66.0% |
| All | -63.2% | -42.0% | -21.3% | -63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling