+412.5%
ORLY vs ZS
+498.3%
-85.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | -2.4% | -3.1% | +0.7% | -2.2% |
| 30D | -6.8% | -7.2% | +0.4% | -6.4% |
| 3M | -4.8% | +30.5% | -35.2% | -6.5% |
| 6M | -9.1% | +7.0% | -16.1% | -10.3% |
| YTD | -5.9% | -26.8% | +20.9% | -5.0% |
| 1Y | -20.4% | -42.6% | +22.2% | -18.4% |
| 3Y | +36.6% | -0.3% | +36.9% | +33.0% |
| 5Y | +117.3% | -39.2% | +156.5% | +112.9% |
| All | +412.5% | +498.3% | -85.8% | +292.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling