-65.4%
ZM vs LDOS
+49.1%
-114.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.7% |
| 7D | -5.9% | -7.2% | +1.3% | -4.4% |
| 30D | -5.2% | +16.8% | -22.0% | -8.5% |
| 3M | -11.3% | -1.6% | -9.7% | -11.2% |
| 6M | -14.5% | -1.0% | -13.5% | -14.9% |
| YTD | +4.2% | -25.8% | +29.9% | +9.5% |
| 1Y | +9.3% | -31.1% | +40.4% | +16.7% |
| 3Y | +45.4% | +32.8% | +12.6% | +34.7% |
| All | -65.4% | +49.1% | -114.6% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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