+47.6%
CVS vs ZM
+61.1%
-13.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.5% |
| 7D | +6.6% | +11.0% | -4.5% | +6.7% |
| 30D | -0.4% | +5.6% | -6.1% | -0.4% |
| 3M | -5.3% | -9.1% | +3.9% | -5.3% |
| 6M | -7.7% | -2.6% | -5.1% | -7.7% |
| YTD | +16.0% | +15.7% | +0.4% | +15.6% |
| 1Y | +16.2% | +18.8% | -2.5% | +15.5% |
| 3Y | +47.6% | +62.2% | -14.6% | +40.2% |
| All | +47.6% | +61.1% | -13.5% | +40.2% |
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