-20.0%
LVS vs ZM
+13.6%
-33.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -3.5% | -5.7% | +2.2% | -2.7% |
| 30D | -6.2% | -9.1% | +2.9% | -4.9% |
| 3M | -14.8% | +3.5% | -18.4% | -15.8% |
| 6M | -20.9% | +25.7% | -46.5% | -25.3% |
| YTD | -33.0% | +10.8% | -43.8% | -34.6% |
| 1Y | -20.0% | +12.8% | -32.8% | -24.2% |
| All | -20.0% | +13.6% | -33.7% | -24.2% |
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