+3,542.1%
CLS vs ZTS
-62.4%
+3,604.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.0% | +8.6% | +6.2% |
| 7D | +12.8% | -4.8% | +17.6% | +13.8% |
| 30D | +3.8% | +1.2% | +2.6% | +3.2% |
| 3M | -14.6% | -6.0% | -8.6% | -14.2% |
| 6M | +32.2% | -38.7% | +71.0% | +49.2% |
| YTD | +11.6% | -40.6% | +52.2% | +26.7% |
| 1Y | +35.1% | -50.6% | +85.6% | +61.4% |
| 3Y | +1,312.5% | -58.7% | +1,371.3% | +1,629.5% |
| 5Y | +3,542.1% | -62.8% | +3,604.9% | +4,277.4% |
| All | +3,542.1% | -62.4% | +3,604.5% | +4,277.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling