+2,089.9%
CLS vs ZTS
-59.3%
+2,149.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.5% |
| 7D | +23.5% | +1.0% | +22.5% | +23.3% |
| 30D | -28.9% | +12.4% | -41.3% | -30.4% |
| 3M | -25.2% | +13.6% | -38.7% | -27.1% |
| 6M | -32.1% | +9.3% | -41.4% | -33.9% |
| YTD | -14.1% | -32.6% | +18.5% | -4.8% |
| 1Y | -24.1% | -30.0% | +6.0% | -16.9% |
| 3Y | +897.0% | -48.7% | +945.7% | +1,037.9% |
| 5Y | +2,089.9% | -59.3% | +2,149.2% | +2,358.9% |
| All | +2,089.9% | -59.3% | +2,149.2% | +2,358.9% |
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 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