-66.4%
ZM vs DOCU
-71.9%
+5.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.4% |
| 7D | -9.1% | -3.2% | -5.8% | -7.7% |
| 30D | -5.7% | +15.7% | -21.4% | -11.7% |
| 3M | -11.7% | +37.3% | -49.0% | -23.6% |
| 6M | -18.6% | +63.1% | -81.7% | -34.9% |
| YTD | +2.9% | +15.4% | -12.4% | -5.6% |
| 1Y | +6.3% | +11.3% | -5.0% | -1.4% |
| 3Y | +41.0% | +92.1% | -51.1% | -7.0% |
| 5Y | -66.4% | -70.5% | +4.1% | -64.7% |
| All | -66.4% | -71.9% | +5.4% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 5y: compounded portfolio wealth divided by compounded DOCU 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…
5y analysis · Full analysis span regression · 6 months rolling