+85.9%
ZTS vs CPB
-40.8%
+126.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.5% | +0.7% |
| 7D | +1.0% | -5.8% | +6.8% | +2.2% |
| 30D | +12.4% | +16.5% | -4.1% | +9.1% |
| 3M | +13.6% | -1.1% | +14.7% | +13.6% |
| 6M | +9.3% | +11.5% | -2.2% | +6.6% |
| YTD | -32.6% | -15.7% | -16.8% | -30.9% |
| 1Y | -30.0% | -24.7% | -5.4% | -26.8% |
| 3Y | -48.7% | -37.3% | -11.4% | -44.8% |
| 5Y | -59.3% | -35.0% | -24.3% | -56.7% |
| All | +85.9% | -40.8% | +126.6% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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