+55.1%
ZM vs CPB
-27.2%
+82.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.8% | -0.3% |
| 7D | +0.3% | -8.0% | +8.3% | +0.7% |
| 30D | -10.3% | -2.4% | -7.9% | -10.2% |
| 3M | -0.7% | +0.5% | -1.2% | -0.7% |
| 6M | +24.8% | -10.5% | +35.3% | +24.8% |
| YTD | +11.5% | -17.5% | +29.0% | +11.7% |
| 1Y | +12.3% | -31.0% | +43.4% | +12.7% |
| 3Y | +33.5% | -40.6% | +74.1% | +33.6% |
| 5Y | -67.5% | -37.7% | -29.8% | -67.4% |
| All | +55.1% | -27.2% | +82.3% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling