+97.5%
OXY vs ZTS
-58.9%
+156.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | +4.2% | +5.6% | -1.4% | +3.2% |
| 30D | -4.3% | +12.1% | -16.4% | -6.7% |
| 3M | +2.3% | +11.3% | -9.0% | -0.2% |
| 6M | +5.5% | +14.3% | -8.8% | +2.1% |
| YTD | +44.9% | -31.9% | +76.8% | +55.5% |
| 1Y | +42.6% | -29.3% | +71.9% | +51.3% |
| 3Y | +0.7% | -48.0% | +48.8% | +13.7% |
| All | +97.5% | -58.9% | +156.4% | +95.3% |
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