-25.1%
RCL vs ZS
-37.1%
+12.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | -0.1% |
| 7D | -5.1% | -7.8% | +2.7% | -5.1% |
| 30D | -19.0% | +5.0% | -24.0% | -19.0% |
| 3M | -9.6% | +25.5% | -35.1% | -9.6% |
| 6M | -6.7% | +8.7% | -15.4% | -7.4% |
| YTD | -3.9% | -24.5% | +20.6% | -5.9% |
| 1Y | -25.1% | -36.7% | +11.6% | -26.0% |
| All | -25.1% | -37.1% | +12.0% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling