+189.6%
ZTS vs COO
+145.2%
+44.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -2.6% |
| 7D | -0.4% | +4.7% | -5.1% | -2.1% |
| 30D | +11.7% | +13.9% | -2.2% | +6.2% |
| 3M | +3.5% | -14.9% | +18.4% | +9.8% |
| 6M | -27.6% | +2.0% | -29.7% | -29.0% |
| YTD | -35.5% | -23.9% | -11.6% | -28.5% |
| 1Y | -32.1% | -9.6% | -22.5% | -30.1% |
| 3Y | -49.1% | -25.4% | -23.7% | -45.4% |
| 5Y | -61.0% | -41.2% | -19.9% | -54.5% |
| 10Y | +74.4% | +42.1% | +32.3% | +46.8% |
| All | +189.6% | +145.2% | +44.4% | +117.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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