+18.8%
ZM vs CVE
+62.9%
-44.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.5% | +2.1% |
| 7D | +11.0% | +5.9% | +5.1% | +10.9% |
| 30D | +5.6% | -10.9% | +16.5% | +5.6% |
| 3M | -9.1% | -4.5% | -4.6% | -9.0% |
| 6M | -2.6% | -1.0% | -1.6% | -3.2% |
| YTD | +15.7% | +74.7% | -59.1% | +30.0% |
| 1Y | +18.8% | +65.8% | -47.1% | +32.4% |
| All | +18.8% | +62.9% | -44.1% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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