+238.8%
RCL vs ZM
-67.8%
+306.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.6% | +1.6% |
| 7D | -0.5% | +1.6% | -2.1% | -1.2% |
| 30D | -17.3% | -7.7% | -9.6% | -15.2% |
| 3M | -2.8% | -4.7% | +1.9% | -2.0% |
| 6M | -4.4% | +24.4% | -28.8% | -14.9% |
| YTD | -4.2% | +11.8% | -15.9% | -12.2% |
| 1Y | -23.4% | +13.4% | -36.7% | -30.4% |
| 3Y | +179.4% | +33.8% | +145.6% | +132.1% |
| 5Y | +238.8% | -67.2% | +305.9% | +233.4% |
| All | +238.8% | -67.8% | +306.6% | +233.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling