+123.8%
STX vs ZM
+8.0%
+115.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | 0.0% | -8.1% | -8.1% |
| 7D | -20.2% | -8.4% | -11.8% | -19.3% |
| 30D | -37.2% | -1.9% | -35.3% | -36.8% |
| 3M | -34.1% | -10.1% | -24.0% | -33.4% |
| 6M | -24.5% | -13.9% | -10.6% | -21.4% |
| YTD | +102.9% | +6.4% | +96.5% | +100.4% |
| 1Y | +123.8% | +9.6% | +114.2% | +119.1% |
| All | +123.8% | +8.0% | +115.8% | +119.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling