-25.1%
RCL vs ZM
+21.7%
-46.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.6% |
| 7D | -5.1% | +2.9% | -8.0% | -5.5% |
| 30D | -19.0% | +0.7% | -19.7% | -19.1% |
| 3M | -9.6% | -3.7% | -5.9% | -9.5% |
| 6M | -6.7% | +29.9% | -36.6% | -12.4% |
| YTD | -3.9% | +17.4% | -21.4% | -9.6% |
| 1Y | -25.1% | +22.4% | -47.5% | -30.4% |
| All | -25.1% | +21.7% | -46.8% | -30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling