+55.5%
ZM vs AEE
+86.7%
-31.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.0% | -5.8% | -4.8% |
| 7D | +1.6% | +1.3% | +0.3% | +1.6% |
| 30D | -7.7% | -1.2% | -6.5% | -7.7% |
| 3M | -4.7% | +1.0% | -5.7% | -4.6% |
| 6M | +24.4% | -2.3% | +26.7% | +24.5% |
| YTD | +11.8% | +9.1% | +2.6% | +11.6% |
| 1Y | +13.4% | +10.6% | +2.8% | +13.1% |
| 3Y | +33.8% | +48.5% | -14.7% | +32.9% |
| 5Y | -67.2% | +39.9% | -107.0% | -67.3% |
| All | +55.5% | +86.7% | -31.1% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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