-5.2%
SBUX vs ZTS
-63.0%
+57.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -6.3% | -3.8% | -2.5% | -4.9% |
| 30D | -3.9% | -2.0% | -1.8% | -3.3% |
| 3M | +3.3% | -10.2% | +13.5% | +7.0% |
| 6M | +1.4% | -39.4% | +40.8% | +21.0% |
| YTD | +21.0% | -40.8% | +61.8% | +45.6% |
| 1Y | +22.4% | -50.1% | +72.5% | +58.0% |
| 3Y | +13.2% | -58.9% | +72.1% | +56.3% |
| 5Y | -5.2% | -62.4% | +57.2% | +34.6% |
| All | -5.2% | -63.0% | +57.8% | +34.6% |
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