+1,493.8%
LRCX vs ZS
+504.0%
+989.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -2.0% |
| 7D | +9.5% | -3.8% | +13.4% | +10.4% |
| 30D | +3.1% | -6.0% | +9.1% | +4.2% |
| 3M | -3.4% | +32.0% | -35.4% | -10.7% |
| 6M | +49.7% | +2.1% | +47.5% | +41.5% |
| YTD | +84.9% | -26.2% | +111.0% | +88.7% |
| 1Y | +200.8% | -41.2% | +242.0% | +226.5% |
| 3Y | +385.1% | +3.3% | +381.7% | +341.3% |
| 5Y | +460.5% | -40.7% | +501.2% | +441.9% |
| All | +1,493.8% | +504.0% | +989.8% | +944.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling