-68.1%
ZM vs XPO
+261.5%
-329.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.6% |
| 7D | +0.3% | -0.9% | +1.3% | +0.6% |
| 30D | -10.3% | -8.1% | -2.2% | -8.1% |
| 3M | -0.7% | -19.0% | +18.4% | +5.3% |
| 6M | +24.8% | -5.2% | +30.0% | +24.9% |
| YTD | +11.5% | +35.6% | -24.1% | -2.2% |
| 1Y | +12.3% | +41.1% | -28.8% | -3.5% |
| 3Y | +33.5% | +157.9% | -124.4% | -17.6% |
| All | -68.1% | +261.5% | -329.6% | -85.8% |
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