-67.1%
ZM vs CNI
+12.6%
-79.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -5.7% | -0.4% | -5.3% | -5.5% |
| 30D | -9.1% | -2.7% | -6.4% | -7.9% |
| 3M | +3.5% | +3.9% | -0.4% | +1.4% |
| 6M | +25.7% | +16.4% | +9.3% | +15.5% |
| YTD | +10.8% | +25.8% | -15.1% | -3.2% |
| 1Y | +12.8% | +32.4% | -19.6% | -4.7% |
| 3Y | +33.1% | +19.1% | +14.1% | +16.4% |
| All | -67.1% | +12.6% | -79.7% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 5y: compounded portfolio wealth divided by compounded CNI 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…
5y analysis · Full analysis span regression · 6 months rolling