-28.0%
ORCL vs ZM
+21.7%
-49.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.3% | -0.2% | +2.0% |
| 7D | +5.3% | +2.9% | +2.3% | +4.3% |
| 30D | +10.0% | +0.7% | +9.3% | +9.5% |
| 3M | -32.6% | -3.7% | -28.9% | -31.7% |
| 6M | +4.9% | +29.9% | -24.9% | -0.8% |
| YTD | -17.8% | +17.4% | -35.2% | -20.4% |
| 1Y | -28.0% | +22.4% | -50.4% | -29.9% |
| All | -28.0% | +21.7% | -49.7% | -29.9% |
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