-11.1%
LHX vs ZM
+13.6%
-24.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.3% | -1.1% |
| 7D | -4.3% | -5.7% | +1.4% | -4.5% |
| 30D | -15.1% | -9.1% | -6.0% | -15.5% |
| 3M | -21.0% | +3.5% | -24.5% | -20.7% |
| 6M | -32.0% | +25.7% | -57.7% | -31.3% |
| YTD | -15.3% | +10.8% | -26.1% | -14.9% |
| 1Y | -11.1% | +12.8% | -23.8% | -11.6% |
| All | -11.1% | +13.6% | -24.7% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling