+12.3%
ZM vs CASY
+22.7%
-10.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -14.2% | +14.0% | -0.5% |
| 7D | +0.3% | -16.5% | +16.9% | 0.0% |
| 30D | -10.3% | -26.4% | +16.1% | -10.9% |
| 3M | -0.7% | -17.3% | +16.6% | -0.8% |
| 6M | +24.8% | -5.2% | +30.0% | +24.3% |
| YTD | +11.5% | +14.1% | -2.6% | +8.8% |
| 1Y | +12.3% | +16.6% | -4.3% | +8.9% |
| All | +12.3% | +22.7% | -10.4% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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