+145.0%
SBUX vs ZTS
+80.8%
+64.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | +1.6% | +5.6% | -4.0% | -0.8% |
| 30D | +14.8% | +12.1% | +2.7% | +9.0% |
| 3M | -0.8% | +11.3% | -12.1% | -5.8% |
| 6M | +2.2% | +14.3% | -12.1% | -4.8% |
| YTD | +29.5% | -31.9% | +61.3% | +50.1% |
| 1Y | +27.0% | -29.3% | +56.3% | +44.4% |
| 3Y | +10.9% | -48.0% | +59.0% | +42.6% |
| 5Y | +7.4% | -58.9% | +66.3% | +53.5% |
| All | +145.0% | +80.8% | +64.2% | +120.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling