+42.8%
LRCX vs ZS
-31.8%
+74.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -4.0% |
| 7D | -12.8% | -12.3% | -0.5% | -13.7% |
| 30D | -36.0% | +11.2% | -47.2% | -35.2% |
| 3M | -30.2% | +37.5% | -67.7% | -27.6% |
| 6M | -14.2% | +57.8% | -72.0% | -8.1% |
| YTD | +29.7% | -0.2% | +30.0% | +51.0% |
| 1Y | +42.8% | -31.6% | +74.4% | +77.3% |
| All | +42.8% | -31.8% | +74.6% | +77.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling