+211.6%
XOM vs ZTS
-58.9%
+270.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.6% | +0.4% |
| 7D | +2.8% | +5.6% | -2.7% | +2.3% |
| 30D | -3.6% | +12.1% | -15.7% | -4.9% |
| 3M | +8.2% | +11.3% | -3.0% | +6.9% |
| 6M | +14.0% | +14.3% | -0.3% | +12.1% |
| YTD | +44.6% | -31.9% | +76.5% | +50.4% |
| 1Y | +47.8% | -29.3% | +77.0% | +52.8% |
| 3Y | +79.6% | -48.0% | +127.6% | +92.0% |
| All | +211.6% | -58.9% | +270.5% | +194.5% |
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