+54.1%
ZM vs XPO
+716.0%
-661.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.7% | -5.7% | 0.0% | -4.7% |
| 30D | -9.1% | -12.8% | +3.7% | -6.8% |
| 3M | +3.5% | -20.0% | +23.5% | +7.6% |
| 6M | +25.7% | -6.0% | +31.7% | +26.1% |
| YTD | +10.8% | +34.0% | -23.3% | +2.9% |
| 1Y | +12.8% | +35.6% | -22.8% | +4.2% |
| 3Y | +33.1% | +152.3% | -119.1% | +5.5% |
| 5Y | -68.3% | +264.4% | -332.7% | -78.4% |
| All | +54.1% | +716.0% | -661.9% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling