+9.6%
ZM vs WCN
+16.1%
-6.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | +0.1% |
| 7D | -8.4% | +6.7% | -15.1% | -8.2% |
| 30D | -1.9% | +24.3% | -26.2% | -2.0% |
| 3M | -10.1% | +16.1% | -26.2% | -9.7% |
| 6M | -13.9% | +19.9% | -33.8% | -13.4% |
| YTD | +6.4% | +10.1% | -3.7% | +8.2% |
| 1Y | +9.6% | +14.4% | -4.9% | +7.5% |
| All | +9.6% | +16.1% | -6.5% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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