-41.2%
ZS vs CASY
+22.7%
-63.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -14.2% | +16.8% | +0.9% |
| 7D | -3.8% | -16.5% | +12.7% | -5.7% |
| 30D | -6.0% | -26.4% | +20.4% | -8.9% |
| 3M | +32.0% | -17.3% | +49.3% | +29.5% |
| 6M | +2.1% | -5.2% | +7.3% | +5.4% |
| YTD | -26.2% | +14.1% | -40.2% | -22.5% |
| 1Y | -41.2% | +16.6% | -57.8% | -38.3% |
| All | -41.2% | +22.7% | -63.9% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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