+12.3%
ZM vs STZ
-14.3%
+26.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | +0.3% | -6.0% | +6.4% | +0.3% |
| 30D | -10.3% | -8.9% | -1.4% | -10.3% |
| 3M | -0.7% | -12.6% | +11.9% | -0.8% |
| 6M | +24.8% | -17.2% | +42.0% | +23.2% |
| YTD | +11.5% | -10.0% | +21.5% | +8.4% |
| 1Y | +12.3% | -14.3% | +26.6% | +8.6% |
| All | +12.3% | -14.3% | +26.6% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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