-7.9%
ZTS vs CLBK
+65.6%
-73.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -4.5% | -1.4% | -3.1% | -4.2% |
| 30D | -3.3% | +4.5% | -7.8% | -4.4% |
| 3M | -9.7% | +22.8% | -32.5% | -14.3% |
| 6M | -38.8% | +43.4% | -82.3% | -44.1% |
| YTD | -41.2% | +64.1% | -105.3% | -48.1% |
| 1Y | -50.3% | +67.6% | -117.9% | -56.5% |
| 3Y | -59.1% | +53.3% | -112.4% | -64.2% |
| 5Y | -62.8% | +44.8% | -107.6% | -68.4% |
| All | -7.9% | +65.6% | -73.5% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling