+0.6%
CTSH vs ZM
+50.3%
-49.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -4.2% | +10.0% | -14.2% | -5.2% |
| 30D | +3.9% | -0.5% | +4.4% | +3.9% |
| 3M | +10.2% | -7.1% | +17.2% | +10.8% |
| 6M | +35.3% | -5.1% | +40.4% | +35.6% |
| YTD | -21.8% | +13.2% | -35.0% | -23.1% |
| 1Y | -12.1% | +15.3% | -27.5% | -13.8% |
| 3Y | +2.0% | +57.4% | -55.4% | -2.5% |
| 5Y | -15.3% | -61.7% | +46.4% | -18.6% |
| All | +0.6% | +50.3% | -49.7% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 all: compounded portfolio wealth divided by compounded ZM 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…
all analysis · Full analysis span regression · 6 months rolling