+22.8%
SBUX vs ZTS
-50.2%
+72.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -6.2% | -4.5% | -1.7% | -5.6% |
| 30D | -6.4% | -3.3% | -3.1% | -6.0% |
| 3M | +1.0% | -9.7% | +10.8% | +2.5% |
| 6M | -0.4% | -38.8% | +38.5% | +8.7% |
| YTD | +20.0% | -41.2% | +61.1% | +32.4% |
| 1Y | +22.8% | -50.3% | +73.1% | +36.4% |
| All | +22.8% | -50.2% | +72.9% | +36.4% |
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