-59.2%
ZTS vs CAVA
+37.2%
-96.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.1% |
| 7D | -4.5% | -12.4% | +7.9% | -3.1% |
| 30D | -3.3% | -11.2% | +7.9% | -2.3% |
| 3M | -9.7% | -33.8% | +24.0% | -5.8% |
| 6M | -38.8% | -32.5% | -6.3% | -36.2% |
| YTD | -41.2% | -8.0% | -33.2% | -40.8% |
| 1Y | -50.3% | -17.1% | -33.2% | -49.8% |
| All | -59.2% | +37.2% | -96.4% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 3y: compounded portfolio wealth divided by compounded CAVA 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…
3y analysis · Full analysis span regression · 6 months rolling