+52.6%
XOM vs ZS
-31.8%
+84.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.6% |
| 7D | -7.0% | -12.3% | +5.3% | -7.2% |
| 30D | +3.2% | +11.2% | -8.0% | +3.5% |
| 3M | +10.7% | +37.5% | -26.9% | +11.6% |
| 6M | +11.6% | +57.8% | -46.2% | +14.6% |
| YTD | +43.5% | -0.2% | +43.7% | +41.4% |
| 1Y | +52.6% | -31.6% | +84.2% | +51.4% |
| All | +52.6% | -31.8% | +84.4% | +51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling