+7.6%
SBUX vs ZTS
-59.3%
+66.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.6% |
| 7D | +1.0% | +1.0% | 0.0% | +0.6% |
| 30D | +16.6% | +12.4% | +4.2% | +11.5% |
| 3M | -0.6% | +13.6% | -14.1% | -5.5% |
| 6M | +1.8% | +9.3% | -7.5% | -2.5% |
| YTD | +29.7% | -32.6% | +62.3% | +48.9% |
| 1Y | +26.1% | -30.0% | +56.1% | +42.2% |
| 3Y | +10.3% | -48.7% | +59.0% | +39.4% |
| 5Y | +7.6% | -59.3% | +66.9% | +50.3% |
| All | +7.6% | -59.3% | +66.9% | +50.3% |
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