+37.5%
ZM vs COO
-22.0%
+59.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.7% | +3.5% |
| 7D | +2.9% | -2.2% | +5.2% | +3.4% |
| 30D | +0.7% | -7.0% | +7.7% | +2.1% |
| 3M | -3.7% | +12.2% | -15.9% | -5.9% |
| 6M | +29.9% | -15.1% | +45.0% | +35.3% |
| YTD | +17.4% | -15.1% | +32.5% | +22.2% |
| 1Y | +22.4% | +2.3% | +20.1% | +21.8% |
| All | +37.5% | -22.0% | +59.5% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling