+154.9%
NXPI vs ZM
+55.9%
+99.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | +0.6% |
| 7D | +1.9% | +2.9% | -1.0% | +1.3% |
| 30D | -1.4% | +0.7% | -2.1% | -1.8% |
| 3M | -29.1% | -3.7% | -25.4% | -28.9% |
| 6M | +6.2% | +29.9% | -23.7% | -0.3% |
| YTD | +5.9% | +17.4% | -11.6% | +0.8% |
| 1Y | +2.9% | +22.4% | -19.5% | -3.0% |
| 3Y | +14.5% | +41.3% | -26.8% | +4.2% |
| 5Y | +17.1% | -66.0% | +83.1% | +20.8% |
| All | +154.9% | +55.9% | +99.0% | +127.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling