+34.0%
CDE vs ZTS
-50.3%
+84.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -3.1% | -3.7% | +0.6% | -2.9% |
| 30D | +9.5% | -0.8% | +10.2% | +9.4% |
| 3M | +25.5% | -9.7% | +35.2% | +26.8% |
| 6M | -7.9% | -38.4% | +30.5% | +5.4% |
| YTD | +15.6% | -41.1% | +56.6% | +35.5% |
| 1Y | +34.0% | -50.6% | +84.7% | +63.7% |
| All | +34.0% | -50.3% | +84.4% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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