Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ZS vs ALC✓SelectedUSD · ALCZS vs ALC performance historyLatest closeAs of-4.50%09/04
Stock and ETF performance explorer

ZS vs ALC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-36.7%
ALC return
-10.2%
Excess return
-26.5%
Maximum drawdown
-64.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioALCExcessAlpha
1D-4.5%-2.2%-2.3%-3.9%
7D-7.8%-2.1%-5.7%-7.3%
30D+5.0%-0.1%+5.1%+5.2%
3M+25.5%+5.9%+19.6%+23.5%
6M+8.7%-15.9%+24.6%+13.0%
YTD-24.5%-10.1%-14.4%-23.8%
1Y-36.7%-10.2%-26.5%-34.4%
All-36.7%-10.2%-26.5%-34.4%

Cumulative growth

Daily Returns

Daily percentage return beside ALC.

Daily Out/Under-Performance

Portfolio return minus ALC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ALC 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 1y: compounded portfolio wealth divided by compounded ALC 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…

1y analysis · Full analysis span regression · 6 months rolling