+75.1%
CTVA vs ZM
+33.4%
+41.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -4.7% | -2.7% | -1.9% | -4.4% |
| 30D | +11.1% | -10.0% | +21.1% | +12.1% |
| 3M | +13.7% | +1.6% | +12.1% | +13.2% |
| 6M | +11.2% | +25.0% | -13.8% | +6.7% |
| YTD | +26.9% | +10.6% | +16.3% | +23.5% |
| 1Y | +18.8% | +14.0% | +4.9% | +14.6% |
| All | +75.1% | +33.4% | +41.8% | +54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling