-59.1%
ZTS vs CORZ
+225.9%
-285.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.3% |
| 7D | -3.8% | +7.6% | -11.4% | -3.9% |
| 30D | -2.0% | -6.9% | +4.9% | -1.9% |
| 3M | -10.2% | -33.0% | +22.8% | -9.4% |
| 6M | -39.4% | +19.3% | -58.7% | -39.9% |
| YTD | -40.8% | +24.2% | -65.1% | -41.5% |
| 1Y | -50.1% | +24.5% | -74.6% | -50.7% |
| All | -59.1% | +225.9% | -285.1% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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