-42.5%
ZS vs LBRT
+106.9%
-149.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.9% | -8.6% | -4.9% |
| 7D | -9.2% | +6.9% | -16.2% | -9.6% |
| 30D | -4.0% | +7.8% | -11.8% | -4.6% |
| 3M | +25.3% | -25.3% | +50.6% | +26.8% |
| 6M | -1.3% | -19.6% | +18.3% | -0.2% |
| YTD | -28.0% | +17.2% | -45.2% | -28.7% |
| 1Y | -42.5% | +114.1% | -156.6% | -43.0% |
| All | -42.5% | +106.9% | -149.4% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LBRT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling