+180.6%
RCL vs ZS
+8.5%
+172.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.7% |
| 7D | -5.1% | -7.8% | +2.7% | -3.7% |
| 30D | -19.0% | +5.0% | -24.0% | -20.1% |
| 3M | -9.6% | +25.5% | -35.1% | -14.1% |
| 6M | -6.7% | +8.7% | -15.4% | -12.3% |
| YTD | -3.9% | -24.5% | +20.6% | +0.2% |
| 1Y | -25.1% | -36.7% | +11.6% | -17.7% |
| All | +180.6% | +8.5% | +172.1% | +126.7% |
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