+277.1%
LRCX vs ZTS
-58.9%
+336.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.7% |
| 7D | +12.7% | +5.6% | +7.1% | +10.8% |
| 30D | -21.3% | +12.1% | -33.3% | -24.4% |
| 3M | -32.9% | +11.3% | -44.2% | -35.7% |
| 6M | -23.4% | +14.3% | -37.7% | -28.7% |
| YTD | +32.4% | -31.9% | +64.2% | +55.0% |
| 1Y | +48.0% | -29.3% | +77.3% | +69.6% |
| 3Y | +243.9% | -48.0% | +292.0% | +339.2% |
| All | +277.1% | -58.9% | +336.0% | +460.8% |
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