+22.4%
ZM vs CRBG
+3.6%
+18.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.5% |
| 7D | +2.9% | +5.7% | -2.8% | +1.4% |
| 30D | +0.7% | +2.6% | -1.9% | -0.1% |
| 3M | -3.7% | +31.6% | -35.3% | -12.0% |
| 6M | +29.9% | +32.8% | -3.0% | +17.7% |
| YTD | +17.4% | +16.5% | +1.0% | +11.3% |
| 1Y | +22.4% | +6.1% | +16.3% | +15.9% |
| All | +22.4% | +3.6% | +18.8% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 1y: compounded portfolio wealth divided by compounded CRBG 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…
1y analysis · Full analysis span regression · 6 months rolling