+22.4%
ZM vs LNT
+8.1%
+14.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.2% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +0.7% | -3.2% | +3.9% | -0.9% |
| 3M | -3.7% | -4.1% | +0.4% | -5.0% |
| 6M | +29.9% | -4.6% | +34.4% | +28.2% |
| YTD | +17.4% | +7.0% | +10.4% | +26.1% |
| 1Y | +22.4% | +8.3% | +14.1% | +33.8% |
| All | +22.4% | +8.1% | +14.3% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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