+113.5%
SBUX vs ZS
+517.5%
-403.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.5% | +3.2% | -0.7% |
| 7D | -3.1% | -7.8% | +4.7% | -2.2% |
| 30D | -0.9% | +5.0% | -5.9% | -1.7% |
| 3M | +11.6% | +25.5% | -13.9% | +8.0% |
| 6M | +8.8% | +8.7% | +0.1% | +5.2% |
| YTD | +26.3% | -24.5% | +50.8% | +27.9% |
| 1Y | +23.1% | -36.7% | +59.8% | +27.3% |
| 3Y | +15.0% | +7.2% | +7.7% | +8.1% |
| 5Y | +0.4% | -40.9% | +41.3% | -3.3% |
| All | +113.5% | +517.5% | -403.9% | +57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling