-55.3%
ZTS vs CAVA
+34.5%
-89.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.7% | +0.3% |
| 7D | -3.8% | -8.5% | +4.8% | -2.9% |
| 30D | -2.0% | -8.2% | +6.2% | -1.3% |
| 3M | -10.2% | -25.9% | +15.7% | -7.7% |
| 6M | -39.4% | -30.9% | -8.5% | -37.1% |
| YTD | -40.8% | -3.7% | -37.1% | -40.7% |
| 1Y | -50.1% | -13.4% | -36.7% | -49.8% |
| 3Y | -58.9% | +44.2% | -103.1% | -62.6% |
| All | -55.3% | +34.5% | -89.9% | -59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling