+55.1%
ZM vs CPAY
+61.9%
-6.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | +0.3% | -2.5% | +2.8% | +0.9% |
| 30D | -10.3% | +1.3% | -11.6% | -10.5% |
| 3M | -0.7% | +13.5% | -14.2% | -3.4% |
| 6M | +24.8% | +24.7% | +0.1% | +18.6% |
| YTD | +11.5% | +34.9% | -23.5% | +3.6% |
| 1Y | +12.3% | +29.7% | -17.4% | +5.1% |
| 3Y | +33.5% | +49.4% | -15.9% | +20.7% |
| 5Y | -67.5% | +53.5% | -121.0% | -72.4% |
| All | +55.1% | +61.9% | -6.8% | +30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling