-61.7%
ZM vs RRC
+132.2%
-193.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +10.0% | +2.5% | +7.5% | +9.6% |
| 30D | -0.5% | +21.1% | -21.6% | -3.7% |
| 3M | -7.1% | +28.4% | -35.4% | -11.0% |
| 6M | -5.1% | +26.5% | -31.6% | -9.1% |
| YTD | +13.2% | +47.0% | -33.8% | +5.4% |
| 1Y | +15.3% | +35.2% | -19.8% | +8.7% |
| 3Y | +57.4% | +61.0% | -3.6% | +41.8% |
| 5Y | -61.7% | +133.6% | -195.3% | -67.7% |
| All | -61.7% | +132.2% | -193.9% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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