-57.9%
ZTS vs CPB
-40.7%
-17.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | +0.3% |
| 7D | -2.0% | -8.6% | +6.6% | +0.2% |
| 30D | +1.9% | -7.2% | +9.2% | +3.7% |
| 3M | -4.0% | +0.9% | -4.9% | -4.8% |
| 6M | -39.1% | -11.8% | -27.3% | -37.5% |
| YTD | -38.8% | -19.4% | -19.4% | -35.6% |
| 1Y | -49.6% | -30.4% | -19.2% | -44.8% |
| All | -57.9% | -40.7% | -17.2% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling