+13.8%
ORCL vs ZS
+9.6%
+4.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +8.0% | -2.6% | +10.6% | +8.8% |
| 30D | -4.0% | -12.8% | +8.8% | -0.2% |
| 3M | -19.5% | +2.3% | -21.7% | -20.7% |
| 6M | -33.5% | +26.3% | -59.7% | -41.1% |
| YTD | -34.8% | -14.4% | -20.4% | -35.5% |
| 1Y | -41.6% | -37.6% | -4.0% | -36.7% |
| 3Y | +13.8% | +8.0% | +5.7% | +3.1% |
| All | +13.8% | +9.6% | +4.2% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling