-43.3%
ORCL vs ZM
+15.1%
-58.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | +10.4% | +10.0% | +0.4% | +5.6% |
| 30D | -11.2% | -0.5% | -10.8% | -10.8% |
| 3M | -16.8% | -7.1% | -9.7% | -14.5% |
| 6M | -31.5% | -5.1% | -26.4% | -29.9% |
| YTD | -33.9% | +13.2% | -47.1% | -36.4% |
| 1Y | -43.3% | +15.3% | -58.6% | -45.0% |
| All | -43.3% | +15.1% | -58.3% | -45.0% |
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