+36.1%
ORLY vs ZTS
-59.2%
+95.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -2.1% | -4.5% | +2.4% | -1.6% |
| 30D | -7.6% | -3.3% | -4.3% | -7.3% |
| 3M | -5.5% | -9.7% | +4.3% | -4.4% |
| 6M | -9.7% | -38.8% | +29.1% | -5.3% |
| YTD | -6.2% | -41.2% | +34.9% | -1.3% |
| 1Y | -18.6% | -50.3% | +31.7% | -12.9% |
| All | +36.1% | -59.2% | +95.3% | +52.4% |
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