+379.8%
SBUX vs ZTS
+170.4%
+209.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -1.0% |
| 7D | -3.1% | -2.0% | -1.2% | -2.4% |
| 30D | -0.9% | +1.9% | -2.8% | -2.0% |
| 3M | +11.6% | -4.0% | +15.6% | +12.8% |
| 6M | +8.8% | -39.1% | +47.9% | +30.6% |
| YTD | +26.3% | -38.8% | +65.1% | +51.2% |
| 1Y | +23.1% | -49.6% | +72.7% | +59.4% |
| 3Y | +15.0% | -59.0% | +73.9% | +60.1% |
| 5Y | +0.4% | -61.8% | +62.1% | +41.5% |
| 10Y | +130.7% | +61.4% | +69.2% | +97.4% |
| All | +379.8% | +170.4% | +209.4% | +247.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling