+166.2%
EOG vs ZS
-38.5%
+204.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +1.5% | -3.1% | +4.6% | +1.7% |
| 30D | +2.9% | -7.2% | +10.2% | +3.4% |
| 3M | +8.7% | +30.5% | -21.7% | +6.3% |
| 6M | +12.9% | +7.0% | +5.9% | +11.0% |
| YTD | +43.8% | -26.8% | +70.7% | +45.6% |
| 1Y | +27.1% | -42.6% | +69.7% | +31.2% |
| 3Y | +25.9% | -0.3% | +26.2% | +21.5% |
| All | +166.2% | -38.5% | +204.8% | +176.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling