+59.7%
XOM vs ZS
+0.7%
+59.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.6% |
| 7D | +1.9% | -8.1% | +9.9% | +2.0% |
| 30D | +4.1% | -8.4% | +12.5% | +4.2% |
| 3M | +10.4% | +31.1% | -20.7% | +9.9% |
| 6M | +13.0% | +4.4% | +8.6% | +12.8% |
| YTD | +40.1% | -27.3% | +67.4% | +41.1% |
| 1Y | +51.1% | -41.4% | +92.5% | +53.5% |
| All | +59.7% | +0.7% | +59.0% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling