+416.0%
LRCX vs ZS
-38.5%
+454.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.1% |
| 7D | -3.1% | -3.1% | 0.0% | -2.3% |
| 30D | -8.6% | -7.2% | -1.3% | -7.1% |
| 3M | -17.7% | +30.5% | -48.2% | -24.6% |
| 6M | +36.4% | +7.0% | +29.4% | +25.6% |
| YTD | +74.5% | -26.8% | +101.4% | +80.7% |
| 1Y | +159.4% | -42.6% | +202.0% | +192.1% |
| 3Y | +361.6% | -0.3% | +361.9% | +311.4% |
| All | +416.0% | -38.5% | +454.6% | +350.5% |
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