+176.8%
ORCL vs ZS
+602.6%
-425.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +10.4% | -5.2% | +15.6% | +11.4% |
| 30D | -11.2% | -15.5% | +4.3% | -8.6% |
| 3M | -16.8% | +9.0% | -25.7% | -18.5% |
| 6M | -31.5% | +32.2% | -63.7% | -36.2% |
| YTD | -33.9% | -14.1% | -19.8% | -34.3% |
| 1Y | -43.3% | -39.1% | -4.2% | -40.5% |
| 3Y | +16.5% | +10.4% | +6.1% | +10.2% |
| 5Y | +45.4% | -44.6% | +90.0% | +42.3% |
| All | +176.8% | +602.6% | -425.9% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling