+290.8%
ORCL vs ZTS
+185.1%
+105.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +1.8% |
| 7D | -11.2% | -0.4% | -10.7% | -11.3% |
| 30D | -18.8% | +11.7% | -30.6% | -21.9% |
| 3M | -18.8% | +3.5% | -22.2% | -20.3% |
| 6M | -39.7% | -27.6% | -12.1% | -34.9% |
| YTD | -39.6% | -35.5% | -4.2% | -32.6% |
| 1Y | -51.7% | -32.1% | -19.6% | -47.2% |
| 3Y | +10.2% | -49.1% | +59.3% | +29.3% |
| 5Y | +30.8% | -61.0% | +91.9% | +67.2% |
| 10Y | +252.1% | +74.4% | +177.7% | +167.2% |
| All | +290.8% | +185.1% | +105.8% | +158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling