+18.8%
ZM vs CASY
+32.9%
-14.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.4% | +2.1% |
| 7D | +11.0% | +3.6% | +7.5% | +11.0% |
| 30D | +5.6% | +9.1% | -3.4% | +5.5% |
| 3M | -9.1% | -16.5% | +7.4% | -9.4% |
| 6M | -2.6% | -19.7% | +17.1% | +1.1% |
| YTD | +15.7% | +29.3% | -13.6% | +5.5% |
| 1Y | +18.8% | +33.1% | -14.4% | +6.7% |
| All | +18.8% | +32.9% | -14.1% | +6.7% |
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