-31.6%
ZS vs CVE
+73.4%
-105.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.6% | +7.4% | -0.1% |
| 7D | -12.3% | -12.1% | -0.2% | -12.0% |
| 30D | +11.2% | -9.8% | +21.0% | +11.6% |
| 3M | +37.5% | -0.7% | +38.2% | +38.2% |
| 6M | +57.8% | -4.3% | +62.2% | +59.4% |
| YTD | -0.2% | +70.6% | -70.8% | +5.8% |
| 1Y | -31.6% | +73.2% | -104.8% | -28.9% |
| All | -31.6% | +73.4% | -105.0% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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