+58.8%
ZTS vs CPB
-44.2%
+103.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -3.8% | -8.0% | +4.2% | -2.3% |
| 30D | -2.0% | -2.4% | +0.4% | -1.7% |
| 3M | -10.2% | +0.5% | -10.7% | -10.6% |
| 6M | -39.4% | -10.5% | -28.9% | -38.4% |
| YTD | -40.8% | -17.5% | -23.3% | -39.0% |
| 1Y | -50.1% | -31.0% | -19.1% | -46.9% |
| 3Y | -58.9% | -40.6% | -18.3% | -55.4% |
| 5Y | -62.4% | -37.7% | -24.6% | -59.6% |
| 10Y | +58.8% | -43.4% | +102.2% | +75.8% |
| All | +58.8% | -44.2% | +103.0% | +75.8% |
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