+101.8%
SBUX vs ZS
+498.3%
-396.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -5.5% | -3.1% | -2.4% | -5.1% |
| 30D | -8.5% | -7.2% | -1.3% | -7.8% |
| 3M | -2.9% | +30.5% | -33.4% | -6.5% |
| 6M | -1.5% | +7.0% | -8.5% | -4.6% |
| YTD | +19.4% | -26.8% | +46.2% | +21.3% |
| 1Y | +22.9% | -42.6% | +65.5% | +28.8% |
| 3Y | +11.3% | -0.3% | +11.6% | +5.7% |
| 5Y | -6.9% | -39.2% | +32.4% | -10.5% |
| All | +101.8% | +498.3% | -396.5% | +49.2% |
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