+62.2%
ZM vs XPO
+133.2%
-71.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.8% |
| 7D | +11.0% | +9.0% | +2.1% | +9.5% |
| 30D | +5.6% | +4.2% | +1.5% | +4.9% |
| 3M | -9.1% | -8.7% | -0.5% | -8.0% |
| 6M | -2.6% | -2.8% | +0.2% | -2.5% |
| YTD | +15.7% | +41.9% | -26.2% | +6.2% |
| 1Y | +18.8% | +42.3% | -23.6% | +8.9% |
| 3Y | +62.2% | +127.3% | -65.1% | +36.6% |
| All | +62.2% | +133.2% | -71.1% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling