+55.5%
ZM vs XPO
+751.3%
-695.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.6% | -3.3% | -4.5% |
| 7D | +1.6% | +2.7% | -1.1% | +1.1% |
| 30D | -7.7% | -6.2% | -1.5% | -6.7% |
| 3M | -4.7% | -15.4% | +10.7% | -1.9% |
| 6M | +24.4% | +0.7% | +23.7% | +23.2% |
| YTD | +11.8% | +39.8% | -28.1% | +3.0% |
| 1Y | +13.4% | +43.3% | -30.0% | +3.6% |
| 3Y | +33.8% | +166.0% | -132.2% | +5.0% |
| 5Y | -67.2% | +274.2% | -341.3% | -77.8% |
| All | +55.5% | +751.3% | -695.8% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling