+47.1%
CSX vs ZS
-31.8%
+78.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.6% |
| 7D | +0.1% | -12.3% | +12.4% | -0.3% |
| 30D | +9.7% | +11.2% | -1.5% | +10.3% |
| 3M | +2.3% | +37.5% | -35.2% | +3.9% |
| 6M | +17.1% | +57.8% | -40.8% | +21.0% |
| YTD | +44.9% | -0.2% | +45.1% | +48.7% |
| 1Y | +47.1% | -31.6% | +78.7% | +51.7% |
| All | +47.1% | -31.8% | +78.9% | +51.7% |
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