+55.5%
ZM vs CHD
+43.5%
+12.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.0% | -2.8% | -4.6% |
| 7D | +1.6% | -2.9% | +4.5% | +1.9% |
| 30D | -7.7% | -6.2% | -1.5% | -7.2% |
| 3M | -4.7% | +1.6% | -6.2% | -4.8% |
| 6M | +24.4% | -3.5% | +28.0% | +24.8% |
| YTD | +11.8% | +16.2% | -4.5% | +9.9% |
| 1Y | +13.4% | +3.4% | +10.0% | +12.7% |
| 3Y | +33.8% | +4.6% | +29.2% | +31.7% |
| 5Y | -67.2% | +21.1% | -88.3% | -68.9% |
| All | +55.5% | +43.5% | +12.1% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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