+45.4%
ORCL vs ZTS
-59.3%
+104.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +10.4% | +1.0% | +9.3% | +10.2% |
| 30D | -11.2% | +12.4% | -23.6% | -13.2% |
| 3M | -16.8% | +13.6% | -30.3% | -18.9% |
| 6M | -31.5% | +9.3% | -40.8% | -33.0% |
| YTD | -33.9% | -32.6% | -1.3% | -28.6% |
| 1Y | -43.3% | -30.0% | -13.2% | -39.4% |
| 3Y | +16.5% | -48.7% | +65.2% | +31.8% |
| 5Y | +45.4% | -59.3% | +104.7% | +66.8% |
| All | +45.4% | -59.3% | +104.7% | +66.8% |
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