+35.2%
SLB vs ZM
+41.1%
-5.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +1.0% |
| 7D | -3.7% | -0.3% | -3.4% | -3.7% |
| 30D | +2.9% | -6.2% | +9.1% | +2.7% |
| 3M | +0.2% | -12.2% | +12.5% | -0.2% |
| 6M | -4.4% | -16.0% | +11.6% | -5.0% |
| YTD | +33.4% | +6.3% | +27.1% | +34.2% |
| 1Y | +40.8% | +12.3% | +28.5% | +42.0% |
| 3Y | +3.2% | +51.2% | -48.0% | +6.5% |
| 5Y | +64.8% | -64.5% | +129.3% | +44.6% |
| All | +35.2% | +41.1% | -5.9% | +30.8% |
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