+33.1%
ZM vs CPAY
+49.1%
-15.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.7% | -2.0% | -3.7% | -5.0% |
| 30D | -9.1% | -0.4% | -8.7% | -8.9% |
| 3M | +3.5% | +16.4% | -12.8% | -1.6% |
| 6M | +25.7% | +23.5% | +2.1% | +16.7% |
| YTD | +10.8% | +35.7% | -24.9% | -1.6% |
| 1Y | +12.8% | +30.2% | -17.4% | +1.7% |
| 3Y | +33.1% | +49.7% | -16.6% | +4.3% |
| All | +33.1% | +49.1% | -15.9% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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