-68.3%
ZM vs WCN
+25.5%
-93.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | -2.7% | -4.4% | +1.7% | -1.4% |
| 30D | -10.0% | -4.4% | -5.6% | -8.7% |
| 3M | +1.6% | +0.5% | +1.1% | +1.2% |
| 6M | +25.0% | -3.3% | +28.2% | +25.8% |
| YTD | +10.6% | -8.5% | +19.1% | +13.2% |
| 1Y | +14.0% | -8.9% | +22.9% | +16.6% |
| 3Y | +32.5% | +18.0% | +14.4% | +19.1% |
| 5Y | -68.3% | +25.0% | -93.4% | -74.3% |
| All | -68.3% | +25.5% | -93.8% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling