+138.3%
GOOGL vs ZM
-67.8%
+206.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -2.8% | -2.7% | -0.1% | -2.1% |
| 30D | -3.2% | -10.0% | +6.8% | -0.6% |
| 3M | -6.6% | +1.6% | -8.2% | -7.5% |
| 6M | +8.5% | +25.0% | -16.5% | -0.3% |
| YTD | +6.5% | +10.6% | -4.2% | +0.6% |
| 1Y | +39.4% | +14.0% | +25.5% | +29.8% |
| 3Y | +146.2% | +32.5% | +113.7% | +113.2% |
| 5Y | +138.3% | -68.3% | +206.7% | +141.7% |
| All | +138.3% | -67.8% | +206.2% | +141.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling