+238.8%
RCL vs ZS
-42.6%
+281.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | +1.0% |
| 7D | -0.5% | -9.2% | +8.8% | +2.1% |
| 30D | -17.3% | -4.0% | -13.3% | -16.9% |
| 3M | -2.8% | +25.3% | -28.0% | -9.9% |
| 6M | -4.4% | -1.3% | -3.1% | -9.4% |
| YTD | -4.2% | -28.0% | +23.8% | -0.5% |
| 1Y | -23.4% | -42.5% | +19.1% | -14.6% |
| 3Y | +179.4% | +0.7% | +178.7% | +145.2% |
| 5Y | +238.8% | -42.3% | +281.1% | +219.5% |
| All | +238.8% | -42.6% | +281.4% | +219.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling