+42.2%
CVX vs ZTS
-59.1%
+101.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.5% | +1.0% |
| 7D | -0.6% | -4.8% | +4.2% | 0.0% |
| 30D | +13.4% | +1.2% | +12.2% | +13.2% |
| 3M | +11.8% | -6.0% | +17.9% | +12.5% |
| 6M | +12.4% | -38.7% | +51.2% | +19.1% |
| YTD | +41.5% | -40.6% | +82.1% | +50.6% |
| 1Y | +41.6% | -50.6% | +92.2% | +55.5% |
| 3Y | +42.2% | -58.7% | +101.0% | +51.2% |
| All | +42.2% | -59.1% | +101.3% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling