-55.6%
ZTS vs CAVA
+33.0%
-88.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.2% |
| 7D | -3.7% | -8.0% | +4.3% | -2.9% |
| 30D | -0.8% | -19.6% | +18.8% | +1.4% |
| 3M | -9.7% | -36.7% | +26.9% | -5.4% |
| 6M | -38.4% | -30.6% | -7.8% | -36.1% |
| YTD | -41.1% | -4.8% | -36.3% | -40.9% |
| 1Y | -50.6% | -13.1% | -37.5% | -50.3% |
| 3Y | -59.1% | +48.8% | -107.9% | -62.9% |
| All | -55.6% | +33.0% | -88.6% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling