+36.2%
OXY vs ZTS
-50.3%
+86.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.8% | -3.7% | +6.6% | +2.9% |
| 30D | +5.5% | -0.8% | +6.2% | +5.4% |
| 3M | +11.3% | -9.7% | +21.0% | +11.4% |
| 6M | +11.6% | -38.4% | +50.0% | +13.2% |
| YTD | +51.6% | -41.1% | +92.7% | +54.7% |
| 1Y | +36.2% | -50.6% | +86.8% | +44.0% |
| All | +36.2% | -50.3% | +86.6% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling