+276.4%
RCL vs ZS
+13.9%
+262.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.9% |
| 7D | +5.0% | -11.1% | +16.0% | +6.7% |
| 30D | +19.4% | -14.8% | +34.2% | +21.8% |
| 3M | +5.9% | +18.0% | -12.1% | +1.7% |
| 6M | +23.8% | +30.8% | -7.0% | +12.4% |
| YTD | +22.8% | -11.5% | +34.3% | +23.5% |
| 1Y | +34.3% | -37.8% | +72.1% | +52.6% |
| 3Y | +276.4% | +16.6% | +259.8% | +213.5% |
| All | +276.4% | +13.9% | +262.5% | +213.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling