+160.8%
ORCL vs ZS
+623.8%
-463.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.1% |
| 7D | +0.5% | -11.1% | +11.5% | +2.6% |
| 30D | -15.3% | -14.8% | -0.4% | -12.9% |
| 3M | -18.2% | +18.0% | -36.2% | -21.0% |
| 6M | -38.4% | +30.8% | -69.3% | -42.5% |
| YTD | -37.7% | -11.5% | -26.2% | -38.4% |
| 1Y | -49.3% | -37.8% | -11.5% | -47.0% |
| 3Y | +10.6% | +16.6% | -6.0% | +3.8% |
| 5Y | +35.5% | -43.6% | +79.1% | +32.1% |
| All | +160.8% | +623.8% | -463.0% | +80.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling