+9.6%
ZM vs CDW
+13.2%
-3.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.7% | -12.7% | -4.1% |
| 7D | -8.4% | +3.7% | -12.1% | -9.7% |
| 30D | -1.9% | +26.0% | -27.9% | -9.7% |
| 3M | -10.1% | +10.1% | -20.2% | -13.5% |
| 6M | -13.9% | +26.1% | -39.9% | -22.7% |
| YTD | +6.4% | +25.9% | -19.4% | -3.9% |
| 1Y | +9.6% | +21.5% | -12.0% | -0.1% |
| All | +9.6% | +13.2% | -3.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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