-62.2%
ZM vs XPO
+306.2%
-368.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.5% |
| 7D | +11.0% | +9.0% | +2.1% | +8.2% |
| 30D | +5.6% | +4.2% | +1.5% | +4.2% |
| 3M | -9.1% | -8.7% | -0.5% | -7.0% |
| 6M | -2.6% | -2.8% | +0.2% | -2.7% |
| YTD | +15.7% | +41.9% | -26.2% | -0.3% |
| 1Y | +18.8% | +42.3% | -23.6% | +2.1% |
| 3Y | +62.2% | +127.3% | -65.1% | +6.7% |
| All | -62.2% | +306.2% | -368.3% | -84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling