+125.9%
RCL vs ZS
+498.3%
-372.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -1.9% | -3.1% | +1.2% | -1.3% |
| 30D | -15.5% | -7.2% | -8.3% | -14.6% |
| 3M | -9.7% | +30.5% | -40.1% | -15.1% |
| 6M | -8.7% | +7.0% | -15.7% | -13.5% |
| YTD | -5.8% | -26.8% | +21.1% | -3.7% |
| 1Y | -24.5% | -42.6% | +18.1% | -18.8% |
| 3Y | +173.9% | -0.3% | +174.2% | +155.8% |
| 5Y | +228.0% | -39.2% | +267.2% | +211.7% |
| All | +125.9% | +498.3% | -372.4% | +51.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling