+54.4%
SLB vs ZM
+55.9%
-1.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | +0.3% |
| 7D | +0.8% | +2.9% | -2.1% | +1.0% |
| 30D | +15.8% | +0.7% | +15.1% | +15.9% |
| 3M | -0.3% | -3.7% | +3.3% | -0.5% |
| 6M | +21.3% | +29.9% | -8.5% | +22.9% |
| YTD | +52.3% | +17.4% | +34.9% | +53.7% |
| 1Y | +63.6% | +22.4% | +41.2% | +65.5% |
| 3Y | +3.8% | +41.3% | -37.5% | +5.9% |
| 5Y | +128.6% | -66.0% | +194.7% | +97.2% |
| All | +54.4% | +55.9% | -1.5% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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