+245.1%
QCOM vs ZS
+517.5%
-272.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +1.1% |
| 7D | +3.3% | -7.8% | +11.2% | +5.1% |
| 30D | +7.7% | +5.0% | +2.7% | +6.1% |
| 3M | -30.1% | +25.5% | -55.6% | -34.0% |
| 6M | +22.8% | +8.7% | +14.1% | +16.4% |
| YTD | +0.2% | -24.5% | +24.7% | +2.8% |
| 1Y | +7.9% | -36.7% | +44.6% | +14.7% |
| 3Y | +55.8% | +7.2% | +48.6% | +43.7% |
| 5Y | +30.1% | -40.9% | +71.0% | +27.0% |
| All | +245.1% | +517.5% | -272.3% | +138.4% |
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