+189.0%
CSX vs ZS
+488.9%
-299.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | -0.4% |
| 7D | +0.6% | -9.2% | +9.8% | +1.5% |
| 30D | -2.3% | -4.0% | +1.7% | -2.0% |
| 3M | +4.3% | +25.3% | -21.0% | +1.9% |
| 6M | +23.4% | -1.3% | +24.7% | +21.6% |
| YTD | +36.4% | -28.0% | +64.4% | +38.4% |
| 1Y | +53.0% | -42.5% | +95.5% | +58.6% |
| 3Y | +70.6% | +0.7% | +69.9% | +63.8% |
| 5Y | +65.5% | -42.3% | +107.8% | +60.7% |
| All | +189.0% | +488.9% | -299.9% | +105.1% |
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