+119.2%
ORLY vs ZTS
-63.0%
+182.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.4% | -3.7% | +1.4% | -1.6% |
| 30D | -6.8% | -0.8% | -6.0% | -6.7% |
| 3M | -4.8% | -9.7% | +5.0% | -3.0% |
| 6M | -9.1% | -38.4% | +29.3% | -1.2% |
| YTD | -5.9% | -41.1% | +35.2% | +3.1% |
| 1Y | -20.4% | -50.6% | +30.2% | -9.8% |
| 3Y | +36.6% | -59.1% | +95.7% | +60.0% |
| All | +119.2% | -63.0% | +182.1% | +166.5% |
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