-67.5%
ZM vs WCC
+228.2%
-295.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | +0.3% | +6.8% | -6.5% | -1.4% |
| 30D | -10.3% | -3.0% | -7.3% | -9.8% |
| 3M | -0.7% | +0.2% | -0.9% | -1.7% |
| 6M | +24.8% | +33.2% | -8.3% | +12.5% |
| YTD | +11.5% | +45.8% | -34.4% | -3.0% |
| 1Y | +12.3% | +68.4% | -56.0% | -6.9% |
| 3Y | +33.5% | +131.1% | -97.7% | -6.9% |
| 5Y | -67.5% | +225.6% | -293.1% | -81.8% |
| All | -67.5% | +228.2% | -295.7% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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