+4.9%
ORCL vs ZM
+37.9%
-32.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.3% | -0.2% | +1.6% |
| 7D | +5.3% | +2.9% | +2.3% | +3.9% |
| 30D | +10.0% | +0.7% | +9.3% | +9.3% |
| 3M | -32.6% | -3.7% | -28.9% | -30.5% |
| 6M | +4.9% | +29.9% | -24.9% | -12.5% |
| All | +4.9% | +37.9% | -32.9% | -12.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling