+1,279.5%
ORLY vs ZTS
+162.3%
+1,117.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.4% |
| 7D | -2.3% | -4.8% | +2.4% | -0.9% |
| 30D | -8.2% | +1.2% | -9.4% | -8.6% |
| 3M | -3.5% | -6.0% | +2.5% | -2.1% |
| 6M | -9.2% | -38.7% | +29.5% | +4.0% |
| YTD | -5.8% | -40.6% | +34.8% | +8.7% |
| 1Y | -19.3% | -50.6% | +31.3% | -1.7% |
| 3Y | +34.4% | -58.7% | +93.2% | +70.2% |
| 5Y | +117.8% | -62.8% | +180.7% | +182.0% |
| 10Y | +356.9% | +56.2% | +300.7% | +274.8% |
| All | +1,279.5% | +162.3% | +1,117.2% | +863.2% |
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