+92.7%
STX vs ZM
+15.8%
+76.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +7.9% | +2.1% | +8.4% |
| 7D | -1.0% | +6.8% | -7.8% | -2.1% |
| 30D | -26.8% | +0.1% | -26.9% | -26.9% |
| 3M | -32.7% | -7.5% | -25.2% | -32.6% |
| 6M | -33.7% | -8.4% | -25.3% | -31.7% |
| YTD | +101.0% | +13.7% | +87.3% | +95.7% |
| 1Y | +92.7% | +15.9% | +76.8% | +85.8% |
| All | +92.7% | +15.8% | +76.9% | +85.8% |
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 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