+41.1%
CLS vs ZTS
-49.3%
+90.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | +4.6% | -2.0% | +6.5% | +4.5% |
| 30D | -13.9% | +1.9% | -15.8% | -13.8% |
| 3M | -26.6% | -4.0% | -22.6% | -25.9% |
| 6M | +15.4% | -39.1% | +54.5% | +26.7% |
| YTD | +5.7% | -38.8% | +44.5% | +16.6% |
| 1Y | +41.1% | -49.6% | +90.7% | +62.4% |
| All | +41.1% | -49.3% | +90.5% | +62.4% |
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