-7.4%
CDE vs ZTS
+159.8%
-167.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -6.1% | -4.5% | -1.6% | -4.5% |
| 30D | +9.5% | -3.3% | +12.8% | +10.5% |
| 3M | +32.0% | -9.7% | +41.7% | +35.3% |
| 6M | -12.8% | -38.8% | +26.1% | +2.8% |
| YTD | +14.2% | -41.2% | +55.4% | +36.5% |
| 1Y | +36.3% | -50.3% | +86.6% | +73.7% |
| 3Y | +821.4% | -59.1% | +880.5% | +1,158.5% |
| 5Y | +194.3% | -62.8% | +257.0% | +307.2% |
| 10Y | +53.2% | +57.8% | -4.6% | +39.1% |
| All | -7.4% | +159.8% | -167.3% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling